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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 | $2,786 | $232,540-98.8% | $185,117-98.5% | $147,586-98.1% |
| Participation rate | 61.9% | 82.4%-20.4pp | 77.3%-15.4pp | 82.8%-20.9pp |
| Annual return | 46.57% | 43.03%+3.5pp | 40.50%+6.1pp | 578.59%-532.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,226 | $5,834-79.0% | $5,045-75.7% | $5,439-77.5% |
| Admin fee / account holder | $2 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |