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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 | $9,827 | $217,432-95.5% | $185,851-94.7% | $167,553-94.1% |
| Participation rate | 42.1% | 86.1%-43.9pp | 81.7%-39.6pp | 82.1%-40.0pp |
| Annual return | 23.98% | 148.43%-124.5pp | 122.11%-98.1pp | 478.89%-454.9pp |
| Employer contribution / active EE | $199 | $5,874-96.6% | $5,168-96.1% | $4,840-95.9% |
| Participant deferral / active EE | $2,742 | $6,357-56.9% | $5,569-50.8% | $6,343-56.8% |
| Admin fee / account holder | $20 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |