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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 | $14,740 | $99,079-85.1% | $78,002-81.1% | $273,972-94.6% |
| Participation rate | 31.3% | 78.6%-47.3pp | 75.5%-44.3pp | 83.0%-51.8pp |
| Annual return | 46.69% | 217.93%-171.2pp | 425.99%-379.3pp | 41.46%+5.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,737 | $4,306-59.7% | $3,497-50.3% | $5,287-67.1% |
| Admin fee / account holder | $8 | $8,954-99.9% | $5,481-99.8% | $10,133-99.9% |