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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 | $17,529 | $171,867-89.8% | $149,716-88.3% | $147,585-88.1% |
| Participation rate | 69.2% | 88.2%-19.0pp | 87.1%-17.8pp | 82.8%-13.6pp |
| Annual return | 39.91% | 2113.36%-2073.5pp | 1501.67%-1461.8pp | 578.58%-538.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,982 | $7,270+9.8% | $6,568+21.5% | $5,439+46.8% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |