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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 | $18,307 | $165,381-88.9% | $149,730-87.8% | $158,966-88.5% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 99.75% | 348.29%-248.5pp | 276.70%-176.9pp | 302.95%-203.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,678 | $7,182-20.9% | $6,843-17.0% | $5,983-5.1% |
| Admin fee / account holder | $183 | $10,809-98.3% | $9,310-98.0% | $11,250-98.4% |