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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 | $6,331 | $160,028-96.0% | $147,080-95.7% | $145,884-95.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 27.35% | 98.60%-71.2pp | 420.17%-392.8pp | 551.85%-524.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,668 | $8,422-44.6% | $8,066-42.1% | $6,690-30.2% |
| Admin fee / account holder | $18 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |