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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 | $6,624 | $114,119-94.2% | $107,187-93.8% | $138,895-95.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 45.05% | 273.21%-228.2pp | 204.55%-159.5pp | 145.39%-100.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,406 | $5,538-38.5% | $5,096-33.2% | $6,396-46.8% |
| Admin fee / account holder | $14 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |