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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 | $20,591 | $226,105-90.9% | $182,540-88.7% | $152,897-86.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.5%-42.5pp |
| Annual return | 24.28% | 192.58%-168.3pp | 148.58%-124.3pp | 345.43%-321.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,116 | $6,370-66.8% | $5,525-61.7% | $5,851-63.8% |
| Admin fee / account holder | $250 | $10,706-97.7% | $8,593-97.1% | $11,599-97.8% |