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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 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 22.37% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,092 | $8,237-1.8% | $7,906+2.4% | $6,396+26.5% |
| Admin fee / account holder | $16 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |