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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 | $12,214 | $107,363-88.6% | $92,909-86.9% | $152,897-92.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 28.93% | 145.63%-116.7pp | 109.44%-80.5pp | 345.43%-316.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,968 | $4,848+2.5% | $4,238+17.2% | $5,851-15.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |