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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 | $12,690 | $165,381-92.3% | $149,730-91.5% | $158,966-92.0% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 707.35% | 348.29%+359.1pp | 276.70%+430.7pp | 302.95%+404.4pp |
| Employer contribution / active EE | $262 | $5,104-94.9% | $4,645-94.4% | $4,762-94.5% |
| Participant deferral / active EE | $2,670 | $7,182-62.8% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $14 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |