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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 | $14,396 | $184,000-92.2% | $162,185-91.1% | $152,909-90.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 37.24% | 150.80%-113.6pp | 115.61%-78.4pp | 345.46%-308.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,645 | $8,033-29.7% | $7,297-22.6% | $5,851-3.5% |
| Admin fee / account holder | $204 | $13,124-98.4% | $10,844-98.1% | $11,601-98.2% |