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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 | $9,905 | $209,425-95.3% | $178,499-94.5% | $158,966-93.8% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 66.35% | 188.80%-122.4pp | 151.10%-84.8pp | 302.95%-236.6pp |
| Employer contribution / active EE | $1,026 | $5,707-82.0% | $5,011-79.5% | $4,762-78.5% |
| Participant deferral / active EE | $2,098 | $5,955-64.8% | $5,202-59.7% | $5,983-64.9% |
| Admin fee / account holder | $64 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |