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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 | $8,734 | $175,257-95.0% | $149,717-94.2% | $139,456-93.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.14% | 166.70%-153.6pp | 134.41%-121.3pp | 373.45%-360.3pp |
| Employer contribution / active EE | $976 | $5,477-82.2% | $4,820-79.7% | $4,753-79.5% |
| Participant deferral / active EE | $3,873 | $6,521-40.6% | $5,682-31.8% | $6,711-42.3% |
| Admin fee / account holder | $41 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |