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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 | $8,466 | $97,289-91.3% | $92,805-90.9% | $155,188-94.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 29.13% | 29.03%+0.1pp | 31.59%-2.5pp | 148.84%-119.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,660 | $8,795-35.6% | $8,448-33.0% | $6,531-13.3% |
| Admin fee / account holder | $12 | $12,015-99.9% | $10,911-99.9% | $14,480-99.9% |