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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 | $23,676 | $185,856-87.3% | $170,028-86.1% | $139,456-83.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 120.35% | 60.52%+59.8pp | 53.39%+67.0pp | 373.45%-253.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,585 | $11,623-43.3% | $10,409-36.7% | $6,711-1.9% |
| Admin fee / account holder | $29 | $15,387-99.8% | $12,820-99.8% | $11,407-99.7% |