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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 | $9,037 | $144,130-93.7% | $117,861-92.3% | $147,586-93.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 23.19% | 531.20%-508.0pp | 335.11%-311.9pp | 578.59%-555.4pp |
| Employer contribution / active EE | $767 | $4,897-84.3% | $3,786-79.7% | $4,876-84.3% |
| Participant deferral / active EE | $1,952 | $5,316-63.3% | $4,482-56.4% | $5,439-64.1% |
| Admin fee / account holder | $203 | $10,887-98.1% | $8,021-97.5% | $10,886-98.1% |