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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 | $29,654 | $183,988-83.9% | $162,177-81.7% | $152,897-80.6% |
| Participation rate | 41.7% | 88.5%-46.8pp | 87.6%-45.9pp | 82.5%-40.8pp |
| Annual return | 30.73% | 150.79%-120.1pp | 115.60%-84.9pp | 345.43%-314.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,507 | $8,032-43.9% | $7,297-38.2% | $5,851-23.0% |
| Admin fee / account holder | $54 | $13,123-99.6% | $10,843-99.5% | $11,599-99.5% |