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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 | $19,693 | $228,395-91.4% | $185,861-89.4% | $158,982-87.6% |
| Participation rate | 18.2% | 82.3%-64.1pp | 78.0%-59.9pp | 82.0%-63.8pp |
| Annual return | 304.23% | 40.82%+263.4pp | 35.96%+268.3pp | 302.99%+1.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,024 | $6,417-52.9% | $5,634-46.3% | $5,983-49.5% |
| Admin fee / account holder | $187 | $11,869-98.4% | $9,503-98.0% | $11,252-98.3% |