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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 | $14,330 | $139,948-89.8% | $121,663-88.2% | $154,746-90.7% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 18.22% | 230.52%-212.3pp | 147.54%-129.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,213 | $5,629-60.7% | $4,887-54.7% | $6,730-67.1% |
| Admin fee / account holder | $28 | $17,321-99.8% | $14,289-99.8% | $14,365-99.8% |