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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 | $9,002 | $183,988-95.1% | $162,177-94.4% | $152,897-94.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 192.85% | 150.79%+42.1pp | 115.60%+77.2pp | 345.43%-152.6pp |
| Employer contribution / active EE | $720 | $6,370-88.7% | $5,613-87.2% | $4,764-84.9% |
| Participant deferral / active EE | $3,838 | $8,032-52.2% | $7,297-47.4% | $5,851-34.4% |
| Admin fee / account holder | $42 | $13,123-99.7% | $10,843-99.6% | $11,599-99.6% |