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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 | $13,308 | $178,174-92.5% | $156,181-91.5% | $137,256-90.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 22.64% | 84.19%-61.5pp | 64.87%-42.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,167 | $6,888-68.5% | $6,132-64.7% | $6,407-66.2% |
| Admin fee / account holder | $43 | $17,404-99.8% | $14,586-99.7% | $12,270-99.6% |