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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 | $21,007 | $160,059-86.9% | $140,019-85.0% | $135,380-84.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 35.08% | 911.48%-876.4pp | 651.17%-616.1pp | 519.81%-484.7pp |
| Employer contribution / active EE | $144 | $6,420-97.8% | $5,605-97.4% | $4,779-97.0% |
| Participant deferral / active EE | $3,333 | $7,641-56.4% | $6,927-51.9% | $5,609-40.6% |
| Admin fee / account holder | $205 | $13,328-98.5% | $10,705-98.1% | $10,828-98.1% |