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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 | $7,747 | $176,120-95.6% | $159,487-95.1% | $167,553-95.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.67% | 331.95%-314.3pp | 263.71%-246.0pp | 478.89%-461.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,250 | $7,752-58.1% | $7,354-55.8% | $6,343-48.8% |
| Admin fee / account holder | $16 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |