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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 | $22,748 | $150,446-84.9% | $136,297-83.3% | $147,585-84.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 36.65% | 1049.14%-1012.5pp | 5156.19%-5119.5pp | 578.58%-541.9pp |
| Employer contribution / active EE | $640 | $5,256-87.8% | $4,696-86.4% | $4,876-86.9% |
| Participant deferral / active EE | $2,482 | $6,631-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $74 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |