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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 | $13,735 | $209,422-93.4% | $178,503-92.3% | $158,982-91.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 44.69% | 188.81%-144.1pp | 151.12%-106.4pp | 302.99%-258.3pp |
| Employer contribution / active EE | $1,087 | $5,707-81.0% | $5,011-78.3% | $4,763-77.2% |
| Participant deferral / active EE | $2,314 | $5,955-61.1% | $5,202-55.5% | $5,983-61.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |