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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 | $5,218 | $202,460-97.4% | $169,385-96.9% | $139,456-96.3% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.2%-39.7pp | 80.3%-42.8pp |
| Annual return | 84.90% | 532.07%-447.2pp | 405.82%-320.9pp | 373.45%-288.6pp |
| Employer contribution / active EE | $137 | $4,691-97.1% | $4,012-96.6% | $4,753-97.1% |
| Participant deferral / active EE | $1,432 | $6,938-79.4% | $6,221-77.0% | $6,711-78.7% |
| Admin fee / account holder | $26 | $10,719-99.8% | $9,011-99.7% | $11,407-99.8% |