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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 | $11,347 | $185,312-93.9% | $161,489-93.0% | $154,746-92.7% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 873.32% | 103.84%+769.5pp | 89.72%+783.6pp | 172.34%+701.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,444 | $6,350-61.5% | $5,630-56.6% | $6,730-63.7% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |