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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 | $16,162 | $175,257-90.8% | $149,717-89.2% | $139,456-88.4% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 42.88% | 166.70%-123.8pp | 134.41%-91.5pp | 373.45%-330.6pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,170 | $6,521-36.0% | $5,682-26.6% | $6,711-37.9% |
| Admin fee / account holder | $22 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |