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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 | $14,512 | $202,342-92.8% | $172,753-91.6% | $152,909-90.5% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 21.63% | 1029.88%-1008.2pp | 803.00%-781.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $830 | $5,857-85.8% | $5,144-83.9% | $4,764-82.6% |
| Participant deferral / active EE | $2,339 | $5,948-60.7% | $5,198-55.0% | $5,851-60.0% |
| Admin fee / account holder | $63 | $17,112-99.6% | $13,956-99.5% | $11,601-99.5% |