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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 | $4,475 | $202,342-97.8% | $172,752-97.4% | $152,897-97.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 31.70% | 1029.83%-998.1pp | 802.97%-771.3pp | 345.43%-313.7pp |
| Employer contribution / active EE | $482 | $5,858-91.8% | $5,144-90.6% | $4,764-89.9% |
| Participant deferral / active EE | $2,548 | $5,948-57.2% | $5,198-51.0% | $5,851-56.4% |
| Admin fee / account holder | $71 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |