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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 | $134,817-95.1% | $123,973-94.7% | $155,188-95.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 45.05% | 515.49%-470.4pp | 388.13%-343.1pp | 148.84%-103.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,406 | $5,706-40.3% | $5,247-35.1% | $6,531-47.9% |
| Admin fee / account holder | $14 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |