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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 | $16,157 | $202,342-92.0% | $172,752-90.6% | $152,897-89.4% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 40.89% | 1029.83%-988.9pp | 802.97%-762.1pp | 345.43%-304.5pp |
| Employer contribution / active EE | $532 | $5,858-90.9% | $5,144-89.7% | $4,764-88.8% |
| Participant deferral / active EE | $3,370 | $5,948-43.3% | $5,198-35.2% | $5,851-42.4% |
| Admin fee / account holder | $202 | $17,111-98.8% | $13,955-98.6% | $11,599-98.3% |