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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 | $181,062-96.4% | $158,223-95.9% | $155,188-95.9% |
| Participation rate | 45.5% | 82.7%-37.2pp | 79.2%-33.7pp | 80.8%-35.3pp |
| Annual return | 99.52% | 57.39%+42.1pp | 52.09%+47.4pp | 148.84%-49.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,316 | $6,134-62.2% | $5,467-57.6% | $6,531-64.5% |
| Admin fee / account holder | $43 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |