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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 | $16,650 | $184,014-91.0% | $161,149-89.7% | $138,895-88.0% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.8%-25.5pp | 79.9%-26.6pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,104 | $6,909-55.1% | $6,153-49.5% | $6,396-51.5% |
| Admin fee / account holder | $13 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |