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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 | $6,514 | $178,174-96.3% | $156,181-95.8% | $137,256-95.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 30.11% | 84.19%-54.1pp | 64.87%-34.8pp | 220.34%-190.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,199 | $6,888-53.6% | $6,132-47.8% | $6,407-50.1% |
| Admin fee / account holder | $35 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |