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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 | $8,976 | $175,257-94.9% | $149,717-94.0% | $139,456-93.6% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 65.99% | 166.70%-100.7pp | 134.41%-68.4pp | 373.45%-307.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,039 | $6,521-22.7% | $5,682-11.3% | $6,711-24.9% |
| Admin fee / account holder | $18 | $16,156-99.9% | $13,213-99.9% | $11,407-99.8% |