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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 | $21,921 | $144,130-84.8% | $117,861-81.4% | $147,586-85.1% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 26.72% | 531.20%-504.5pp | 335.11%-308.4pp | 578.59%-551.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,703 | $5,316+7.3% | $4,482+27.2% | $5,439+4.9% |
| Admin fee / account holder | $19 | $10,887-99.8% | $8,021-99.8% | $10,886-99.8% |