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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 | $29,618 | $171,867-82.8% | $149,718-80.2% | $147,585-79.9% |
| Participation rate | 53.8% | 88.2%-34.3pp | 87.1%-33.2pp | 82.8%-29.0pp |
| Annual return | 22.40% | 2113.36%-2091.0pp | 1501.70%-1479.3pp | 578.57%-556.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,450 | $7,270-38.8% | $6,568-32.3% | $5,439-18.2% |
| Admin fee / account holder | $140 | $13,799-99.0% | $11,283-98.8% | $10,885-98.7% |