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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 | $22,578 | $184,000-87.7% | $162,185-86.1% | $152,909-85.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 24.18% | 150.80%-126.6pp | 115.61%-91.4pp | 345.46%-321.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,325 | $8,033-58.6% | $7,297-54.4% | $5,851-43.2% |
| Admin fee / account holder | $7 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |