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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 | $13,363 | $78,197-82.9% | $98,090-86.4% | $82,637-83.8% |
| Participation rate | 60.5% | 77.5%-16.9pp | 81.5%-21.0pp | 68.1%-7.5pp |
| Annual return | 691.90% | 40.25%+651.6pp | 37.05%+654.8pp | 53.51%+638.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,727 | $6,636-43.8% | $7,845-52.5% | $4,126-9.7% |
| Admin fee / account holder | $61 | $14,832-99.6% | $11,815-99.5% | $7,339-99.2% |