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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 | $19,823 | $217,432-90.9% | $185,849-89.3% | $167,536-88.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 29.38% | 148.42%-119.0pp | 122.10%-92.7pp | 478.82%-449.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,967 | $6,357+88.2% | $5,569+114.9% | $6,342+88.7% |
| Admin fee / account holder | $8 | $19,818-100.0% | $16,244-100.0% | $12,315-99.9% |