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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 | $18,563 | $154,159-88.0% | $130,026-85.7% | $139,456-86.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 155.26% | 32.50%+122.8pp | -137.26%+292.5pp | 373.45%-218.2pp |
| Employer contribution / active EE | $596 | $5,292-88.7% | $4,321-86.2% | $4,753-87.5% |
| Participant deferral / active EE | $10,647 | $6,710+58.7% | $5,821+82.9% | $6,711+58.6% |
| Admin fee / account holder | $173 | $14,001-98.8% | $10,608-98.4% | $11,407-98.5% |