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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 | $11,407 | $165,361-93.1% | $149,715-92.4% | $158,950-92.8% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 80.23% | 348.24%-268.0pp | 276.66%-196.4pp | 302.91%-222.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,971 | $7,182-58.6% | $6,842-56.6% | $5,983-50.3% |
| Admin fee / account holder | $59 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |