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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 | $10,629 | $209,422-94.9% | $178,503-94.0% | $158,982-93.3% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 11.38% | 188.81%-177.4pp | 151.12%-139.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $931 | $5,707-83.7% | $5,011-81.4% | $4,763-80.5% |
| Participant deferral / active EE | $2,289 | $5,955-61.6% | $5,202-56.0% | $5,983-61.7% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |