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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 | $15,031 | $227,291-93.4% | $214,702-93.0% | $155,188-90.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 462.70% | 60.08%+402.6pp | 54.55%+408.1pp | 148.84%+313.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,786 | $9,582-50.1% | $9,147-47.7% | $6,531-26.7% |
| Admin fee / account holder | $150 | $20,413-99.3% | $19,830-99.2% | $14,480-99.0% |