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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 | $7,854 | $226,105-96.5% | $182,540-95.7% | $152,897-94.9% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.0%-16.4pp | 82.5%-20.9pp |
| Annual return | 27.73% | 192.58%-164.8pp | 148.58%-120.8pp | 345.43%-317.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,629 | $6,370-74.4% | $5,525-70.5% | $5,851-72.2% |
| Admin fee / account holder | $180 | $10,706-98.3% | $8,593-97.9% | $11,599-98.4% |