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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 | $11,459 | $150,447-92.4% | $136,298-91.6% | $147,586-92.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 28.59% | 1049.15%-1020.6pp | 5156.27%-5127.7pp | 578.59%-550.0pp |
| Employer contribution / active EE | $603 | $5,256-88.5% | $4,696-87.2% | $4,876-87.6% |
| Participant deferral / active EE | $2,398 | $6,631-63.8% | $6,247-61.6% | $5,439-55.9% |
| Admin fee / account holder | $240 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |