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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 | $6,539 | $159,978-95.9% | $147,041-95.6% | $145,978-95.5% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 15.02% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,669 | $8,429-68.3% | $8,071-66.9% | $6,690-60.1% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |