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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 | $18,328 | $198,457-90.8% | $170,435-89.2% | $147,586-87.6% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 57.21% | 257.30%-200.1pp | 205.94%-148.7pp | 578.59%-521.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,752 | $5,629+55.5% | $4,939+77.2% | $5,439+60.9% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |