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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 | $14,890 | $175,231-91.5% | $149,696-90.1% | $139,466-89.3% |
| Participation rate | 38.5% | 83.4%-44.9pp | 78.8%-40.3pp | 80.3%-41.9pp |
| Annual return | 22.81% | 166.77%-144.0pp | 134.46%-111.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,437 | $6,521-47.3% | $5,682-39.5% | $6,712-48.8% |
| Admin fee / account holder | $205 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |