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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 | $23,312 | $202,342-88.5% | $172,752-86.5% | $152,897-84.8% |
| Participation rate | 52.2% | 87.1%-34.9pp | 82.6%-30.5pp | 82.5%-30.3pp |
| Annual return | 933.56% | 1029.83%-96.3pp | 802.97%+130.6pp | 345.43%+588.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,803 | $5,948-36.1% | $5,198-26.8% | $5,851-35.0% |
| Admin fee / account holder | $84 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |