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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 | $23,750 | $202,342-88.3% | $172,752-86.3% | $152,897-84.5% |
| Participation rate | 65.2% | 87.1%-21.8pp | 82.6%-17.4pp | 82.5%-17.2pp |
| Annual return | 26.61% | 1029.83%-1003.2pp | 802.97%-776.4pp | 345.43%-318.8pp |
| Employer contribution / active EE | $77 | $5,858-98.7% | $5,144-98.5% | $4,764-98.4% |
| Participant deferral / active EE | $3,666 | $5,948-38.4% | $5,198-29.5% | $5,851-37.4% |
| Admin fee / account holder | $164 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |