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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 | $6,696 | $202,345-96.7% | $172,755-96.1% | $152,885-95.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 31.31% | 1029.77%-998.5pp | 802.94%-771.6pp | 345.39%-314.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,169 | $5,948-63.5% | $5,198-58.3% | $5,851-62.9% |
| Admin fee / account holder | $7 | $17,111-100.0% | $13,955-99.9% | $11,598-99.9% |