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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 | $11,656 | $209,422-94.4% | $178,503-93.5% | $158,982-92.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 34.75% | 188.81%-154.1pp | 151.12%-116.4pp | 302.99%-268.2pp |
| Employer contribution / active EE | $474 | $5,707-91.7% | $5,011-90.5% | $4,763-90.0% |
| Participant deferral / active EE | $2,975 | $5,955-50.0% | $5,202-42.8% | $5,983-50.3% |
| Admin fee / account holder | $146 | $17,079-99.1% | $13,987-99.0% | $11,252-98.7% |