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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 | $6,181 | $175,257-96.5% | $149,717-95.9% | $139,456-95.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.26% | 166.70%-136.4pp | 134.41%-104.2pp | 373.45%-343.2pp |
| Employer contribution / active EE | $607 | $5,477-88.9% | $4,820-87.4% | $4,753-87.2% |
| Participant deferral / active EE | $2,220 | $6,521-66.0% | $5,682-60.9% | $6,711-66.9% |
| Admin fee / account holder | $37 | $16,156-99.8% | $13,213-99.7% | $11,407-99.7% |