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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 | $9,804 | $202,342-95.2% | $172,752-94.3% | $152,897-93.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 72.65% | 1029.83%-957.2pp | 802.97%-730.3pp | 345.43%-272.8pp |
| Employer contribution / active EE | $1,010 | $5,858-82.8% | $5,144-80.4% | $4,764-78.8% |
| Participant deferral / active EE | $2,619 | $5,948-56.0% | $5,198-49.6% | $5,851-55.2% |
| Admin fee / account holder | $233 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |