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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 | $15,039 | $175,259-91.4% | $149,723-90.0% | $139,487-89.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 42.97% | 166.82%-123.9pp | 134.50%-91.5pp | 373.84%-330.9pp |
| Employer contribution / active EE | $1,026 | $5,478-81.3% | $4,821-78.7% | $4,755-78.4% |
| Participant deferral / active EE | $3,893 | $6,522-40.3% | $5,682-31.5% | $6,713-42.0% |
| Admin fee / account holder | $62 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |