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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 | $15,460 | $165,381-90.7% | $149,730-89.7% | $158,966-90.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 55.89% | 348.29%-292.4pp | 276.70%-220.8pp | 302.95%-247.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,625 | $7,182-7.8% | $6,843-3.2% | $5,983+10.7% |
| Admin fee / account holder | $189 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |