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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 | $13,470 | $209,422-93.6% | $178,503-92.5% | $158,982-91.5% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 16.19% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,074 | $5,955-48.4% | $5,202-40.9% | $5,983-48.6% |
| Admin fee / account holder | $66 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |