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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 | $199,109-96.7% | $173,730-96.3% | $154,746-95.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 30.11% | 20.02%+10.1pp | 19.96%+10.2pp | 172.34%-142.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,199 | $7,113-55.0% | $6,326-49.4% | $6,730-52.5% |
| Admin fee / account holder | $35 | $20,916-99.8% | $17,523-99.8% | $14,365-99.8% |