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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 | $23,335 | $197,637-88.2% | $177,848-86.9% | $158,982-85.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 54.35% | 58.77%-4.4pp | 48.33%+6.0pp | 302.99%-248.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,453 | $8,405+24.4% | $7,714+35.5% | $5,983+74.7% |
| Admin fee / account holder | $12 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |