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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 | $9,658 | $162,136-94.0% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 22.37% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,092 | $8,341-3.0% | $8,004+1.1% | $6,730+20.2% |
| Admin fee / account holder | $16 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |