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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 | $13,023 | $144,124-91.0% | $117,857-88.9% | $147,585-91.2% |
| Participation rate | 52.6% | 83.4%-30.8pp | 79.7%-27.0pp | 82.8%-30.2pp |
| Annual return | 18.85% | 531.17%-512.3pp | 335.09%-316.2pp | 578.57%-559.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,930 | $5,316-63.7% | $4,482-56.9% | $5,439-64.5% |
| Admin fee / account holder | $4 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |