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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 | $7,708 | $209,428-96.3% | $178,498-95.7% | $158,950-95.2% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 58.22% | 188.78%-130.6pp | 151.09%-92.9pp | 302.91%-244.7pp |
| Employer contribution / active EE | $416 | $5,707-92.7% | $5,011-91.7% | $4,762-91.3% |
| Participant deferral / active EE | $2,390 | $5,955-59.9% | $5,202-54.1% | $5,983-60.0% |
| Admin fee / account holder | $46 | $17,077-99.7% | $13,985-99.7% | $11,248-99.6% |