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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 | $3,610 | $209,428-98.3% | $178,498-98.0% | $158,950-97.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 94.49% | 188.78%-94.3pp | 151.09%-56.6pp | 302.91%-208.4pp |
| Employer contribution / active EE | $855 | $5,707-85.0% | $5,011-82.9% | $4,762-82.1% |
| Participant deferral / active EE | $3,268 | $5,955-45.1% | $5,202-37.2% | $5,983-45.4% |
| Admin fee / account holder | $51 | $17,077-99.7% | $13,985-99.6% | $11,248-99.5% |