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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 | $11,068 | $111,785-90.1% | $93,669-88.2% | $145,877-92.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 14.98% | 203.79%-188.8pp | 133.59%-118.6pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,606 | $4,919-47.0% | $4,416-41.0% | $6,691-61.0% |
| Admin fee / account holder | $91 | $10,256-99.1% | $8,291-98.9% | $13,402-99.3% |