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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 | $11,901 | $209,422-94.3% | $178,503-93.3% | $158,982-92.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 60.28% | 188.81%-128.5pp | 151.12%-90.8pp | 302.99%-242.7pp |
| Employer contribution / active EE | $443 | $5,707-92.2% | $5,011-91.2% | $4,763-90.7% |
| Participant deferral / active EE | $2,061 | $5,955-65.4% | $5,202-60.4% | $5,983-65.5% |
| Admin fee / account holder | $52 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |