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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 | $21,448 | $150,445-85.7% | $136,297-84.3% | $147,585-85.5% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 417.65% | 1049.14%-631.5pp | 5156.16%-4738.5pp | 578.57%-160.9pp |
| Employer contribution / active EE | $800 | $5,256-84.8% | $4,696-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $3,358 | $6,631-49.4% | $6,247-46.3% | $5,439-38.3% |
| Admin fee / account holder | $20 | $10,906-99.8% | $9,244-99.8% | $10,885-99.8% |