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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 | $6,231 | $118,708-94.8% | $98,920-93.7% | $158,982-96.1% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 81.64% | 372.49%-290.8pp | 196.47%-114.8pp | 302.99%-221.3pp |
| Employer contribution / active EE | $382 | $3,334-88.5% | $2,689-85.8% | $4,763-92.0% |
| Participant deferral / active EE | $1,368 | $5,089-73.1% | $4,245-67.8% | $5,983-77.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |