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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 | $2,871 | $228,352-98.7% | $185,835-98.5% | $158,966-98.2% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 518.88% | 40.81%+478.1pp | 35.96%+482.9pp | 302.95%+215.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,330 | $6,416-79.3% | $5,633-76.4% | $5,983-77.8% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |