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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 | $9,401 | $217,427-95.7% | $185,837-94.9% | $167,518-94.4% |
| Participation rate | 47.4% | 86.0%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 38.76% | 148.39%-109.6pp | 122.08%-83.3pp | 478.71%-439.9pp |
| Employer contribution / active EE | $611 | $5,874-89.6% | $5,168-88.2% | $4,838-87.4% |
| Participant deferral / active EE | $2,294 | $6,357-63.9% | $5,568-58.8% | $6,342-63.8% |
| Admin fee / account holder | $30 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |