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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 | $7,473 | $144,130-94.8% | $117,861-93.7% | $147,586-94.9% |
| Participation rate | 36.8% | 83.4%-46.6pp | 79.7%-42.8pp | 82.8%-46.0pp |
| Annual return | 97.73% | 531.20%-433.5pp | 335.11%-237.4pp | 578.59%-480.9pp |
| Employer contribution / active EE | $870 | $4,897-82.2% | $3,786-77.0% | $4,876-82.2% |
| Participant deferral / active EE | $1,584 | $5,316-70.2% | $4,482-64.7% | $5,439-70.9% |
| Admin fee / account holder | $261 | $10,887-97.6% | $8,021-96.7% | $10,886-97.6% |