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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 | $9,705 | $217,432-95.5% | $185,849-94.8% | $167,536-94.2% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 27.27% | 148.42%-121.1pp | 122.10%-94.8pp | 478.82%-451.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,438 | $6,357-61.7% | $5,569-56.2% | $6,342-61.6% |
| Admin fee / account holder | $43 | $19,818-99.8% | $16,244-99.7% | $12,315-99.7% |