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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 | $19,865 | $227,291-91.3% | $214,702-90.7% | $155,188-87.2% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 69.93% | 60.08%+9.9pp | 54.55%+15.4pp | 148.84%-78.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,257 | $9,582+7.0% | $9,147+12.1% | $6,531+57.0% |
| Admin fee / account holder | $79 | $20,413-99.6% | $19,830-99.6% | $14,480-99.5% |