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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,888 | $162,136-90.2% | $152,301-89.6% | $154,746-89.7% |
| Participation rate | 53.8% | 84.1%-30.3pp | 82.4%-28.6pp | 80.7%-26.9pp |
| Annual return | 27.10% | 91.02%-63.9pp | 80.50%-53.4pp | 172.34%-145.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,585 | $8,341-57.0% | $8,004-55.2% | $6,730-46.7% |
| Admin fee / account holder | $284 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |