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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 | $4,214 | $156,970-97.3% | $121,210-96.5% | $139,487-97.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 23.42% | 1477.10%-1453.7pp | 987.41%-964.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $125 | $5,546-97.8% | $4,171-97.0% | $4,755-97.4% |
| Participant deferral / active EE | $1,458 | $4,849-69.9% | $4,084-64.3% | $6,713-78.3% |
| Admin fee / account holder | $27 | $6,947-99.6% | $5,647-99.5% | $11,407-99.8% |