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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 | $3,156 | $199,109-98.4% | $173,730-98.2% | $154,746-98.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 46.69% | 20.02%+26.7pp | 19.96%+26.7pp | 172.34%-125.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,333 | $7,113-53.1% | $6,326-47.3% | $6,730-50.5% |
| Admin fee / account holder | $15 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |