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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 | $12,716 | $209,428-93.9% | $178,498-92.9% | $158,950-92.0% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 32.95% | 188.78%-155.8pp | 151.09%-118.1pp | 302.91%-270.0pp |
| Employer contribution / active EE | $783 | $5,707-86.3% | $5,011-84.4% | $4,762-83.6% |
| Participant deferral / active EE | $3,736 | $5,955-37.3% | $5,202-28.2% | $5,983-37.5% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |