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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 | $22,650 | $160,059-85.8% | $140,019-83.8% | $135,380-83.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 71.96% | 911.48%-839.5pp | 651.17%-579.2pp | 519.81%-447.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,930 | $7,641-9.3% | $6,927+0.1% | $5,609+23.6% |
| Admin fee / account holder | $213 | $13,328-98.4% | $10,705-98.0% | $10,828-98.0% |