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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 | $9,591 | $148,623-93.5% | $135,974-92.9% | $139,466-93.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.35% | 79.30%-58.9pp | 68.30%-48.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,375 | $8,103+40.4% | $7,760+46.6% | $6,712+69.5% |
| Admin fee / account holder | $288 | $12,406-97.7% | $10,767-97.3% | $11,409-97.5% |