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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 | $21,102 | $209,428-89.9% | $178,498-88.2% | $158,950-86.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 1791.76% | 188.78%+1603.0pp | 151.09%+1640.7pp | 302.91%+1488.9pp |
| Employer contribution / active EE | $64 | $5,707-98.9% | $5,011-98.7% | $4,762-98.7% |
| Participant deferral / active EE | $9,281 | $5,955+55.9% | $5,202+78.4% | $5,983+55.1% |
| Admin fee / account holder | $48 | $17,077-99.7% | $13,985-99.7% | $11,248-99.6% |