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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 | $10,808 | $124,336-91.3% | $111,303-90.3% | $167,518-93.5% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-41.0pp | 82.1%-45.7pp |
| Annual return | 270.17% | 37.45%+232.7pp | 54.66%+215.5pp | 478.71%-208.5pp |
| Employer contribution / active EE | $500 | $3,436-85.5% | $2,731-81.7% | $4,838-89.7% |
| Participant deferral / active EE | $3,129 | $5,181-39.6% | $4,487-30.3% | $6,342-50.7% |
| Admin fee / account holder | $7 | $10,623-99.9% | $7,966-99.9% | $12,312-99.9% |