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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 | $17,980 | $209,425-91.4% | $178,499-89.9% | $158,966-88.7% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 78.19% | 188.80%-110.6pp | 151.10%-72.9pp | 302.95%-224.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,188 | $5,955-46.5% | $5,202-38.7% | $5,983-46.7% |
| Admin fee / account holder | $37 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |