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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 | $15,797 | $175,257-91.0% | $149,717-89.4% | $139,456-88.7% |
| Participation rate | 42.1% | 83.4%-41.3pp | 78.8%-36.7pp | 80.3%-38.2pp |
| Annual return | 26.34% | 166.70%-140.4pp | 134.41%-108.1pp | 373.45%-347.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,182 | $6,521-5.2% | $5,682+8.8% | $6,711-7.9% |
| Admin fee / account holder | $34 | $16,156-99.8% | $13,213-99.7% | $11,407-99.7% |