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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 | $17,618 | $165,399-89.3% | $149,745-88.2% | $158,982-88.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 64.18% | 348.34%-284.2pp | 276.72%-212.5pp | 302.99%-238.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,905 | $7,183-3.9% | $6,843+0.9% | $5,983+15.4% |
| Admin fee / account holder | $102 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |