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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 | $142,354-89.9% | $125,529-88.6% | $155,188-90.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.7%-31.9pp | 80.8%-37.9pp |
| Annual return | 18.22% | 306.06%-287.8pp | 202.56%-184.3pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,213 | $5,491-59.7% | $4,813-54.0% | $6,531-66.1% |
| Admin fee / account holder | $28 | $19,392-99.9% | $16,298-99.8% | $14,480-99.8% |