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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 | $12,480 | $150,346-91.7% | $120,524-89.6% | $145,877-91.4% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.4pp | 80.3%-51.7pp |
| Annual return | 22.08% | 154.40%-132.3pp | 107.36%-85.3pp | 551.28%-529.2pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,209 | $6,172-64.2% | $4,994-55.8% | $6,691-67.0% |
| Admin fee / account holder | $112 | $12,215-99.1% | $9,440-98.8% | $13,402-99.2% |