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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 | $7,745 | $132,634-94.2% | $115,768-93.3% | $137,256-94.4% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 22.63% | 160.70%-138.1pp | 100.46%-77.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,473 | $5,619-56.0% | $4,917-49.7% | $6,407-61.4% |
| Admin fee / account holder | $134 | $15,028-99.1% | $12,439-98.9% | $12,270-98.9% |