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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 | $28,179 | $160,059-82.4% | $140,019-79.9% | $135,380-79.2% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | 4.64% | 911.48%-906.8pp | 651.17%-646.5pp | 519.81%-515.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,018 | $7,641-60.5% | $6,927-56.4% | $5,609-46.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |