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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 | $6,437 | $174,379-96.3% | $152,093-95.8% | $138,895-95.4% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 99.52% | 74.86%+24.7pp | 66.36%+33.2pp | 145.39%-45.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,316 | $6,159-62.4% | $5,451-57.5% | $6,396-63.8% |
| Admin fee / account holder | $43 | $16,880-99.7% | $14,497-99.7% | $12,562-99.7% |