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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 | $11,375 | $202,342-94.4% | $172,752-93.4% | $152,897-92.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.06% | 1029.83%-1004.8pp | 802.97%-777.9pp | 345.43%-320.4pp |
| Employer contribution / active EE | $912 | $5,858-84.4% | $5,144-82.3% | $4,764-80.9% |
| Participant deferral / active EE | $4,811 | $5,948-19.1% | $5,198-7.4% | $5,851-17.8% |
| Admin fee / account holder | $33 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |