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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 | $15,850 | $185,312-91.4% | $161,489-90.2% | $154,746-89.8% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.7%-31.6pp | 80.7%-33.6pp |
| Annual return | 20.66% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,011 | $6,350-68.3% | $5,630-64.3% | $6,730-70.1% |
| Admin fee / account holder | $85 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |