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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 | $14,532 | $166,089-91.3% | $164,928-91.2% | $145,978-90.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 92.61% | 100.26%-7.6pp | 70.08%+22.5pp | 550.52%-457.9pp |
| Employer contribution / active EE | $1,063 | $5,276-79.8% | $4,343-75.5% | $4,662-77.2% |
| Participant deferral / active EE | $2,259 | $6,961-67.5% | $6,034-62.6% | $6,690-66.2% |
| Admin fee / account holder | $65 | $16,641-99.6% | $12,684-99.5% | $13,400-99.5% |