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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 | $28,641 | $203,483-85.9% | $152,473-81.2% | $167,553-82.9% |
| Participation rate | 36.8% | 82.3%-45.5pp | 78.2%-41.3pp | 82.1%-45.3pp |
| Annual return | 54.19% | 13.80%+40.4pp | 757.59%-703.4pp | 478.89%-424.7pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,085 | $6,711-39.1% | $5,817-29.8% | $6,343-35.6% |
| Admin fee / account holder | $245 | $22,521-98.9% | $15,811-98.4% | $12,316-98.0% |