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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 | $213,785-98.5% | $185,441-98.3% | $155,188-98.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 46.69% | 19.97%+26.7pp | 20.16%+26.5pp | 148.84%-102.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,333 | $6,864-51.4% | $6,152-45.8% | $6,531-49.0% |
| Admin fee / account holder | $15 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |