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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 | $13,762 | $196,972-93.0% | $182,262-92.4% | $198,609-93.1% |
| Participation rate | 68.4% | 85.7%-17.3pp | 84.2%-15.8pp | 82.4%-14.0pp |
| Annual return | 34.12% | 158.27%-124.2pp | 140.60%-106.5pp | 202.70%-168.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,743 | $8,643-33.6% | $8,276-30.6% | $6,977-17.7% |
| Admin fee / account holder | $91 | $18,429-99.5% | $16,712-99.5% | $19,030-99.5% |