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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 | $78,520-83.0% | $96,576-86.2% | $82,448-83.8% |
| Participation rate | 60.5% | 77.7%-17.2pp | 81.4%-20.9pp | 68.1%-7.5pp |
| Annual return | 691.90% | 41.30%+650.6pp | 38.47%+653.4pp | 41.64%+650.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,727 | $6,754-44.8% | $7,956-53.2% | $4,139-10.0% |
| Admin fee / account holder | $61 | $13,455-99.5% | $11,381-99.5% | $7,234-99.2% |