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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 | $10,113 | $125,184-91.9% | $105,607-90.4% | $145,884-93.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 73.93% | 225.00%-151.1pp | 116.11%-42.2pp | 551.85%-477.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,759 | $5,714-34.2% | $5,011-25.0% | $6,690-43.8% |
| Admin fee / account holder | $87 | $17,133-99.5% | $10,958-99.2% | $13,392-99.4% |