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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 | $14,487 | $112,112-87.1% | $95,956-84.9% | $158,950-90.9% |
| Participation rate | 58.8% | 79.0%-20.2pp | 77.1%-18.3pp | 82.0%-23.1pp |
| Annual return | 20.10% | 171.15%-151.0pp | 91.63%-71.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,068 | $4,784-56.8% | $4,167-50.4% | $5,983-65.4% |
| Admin fee / account holder | $7 | $10,134-99.9% | $6,797-99.9% | $11,248-99.9% |