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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 | $17,748 | $150,447-88.2% | $136,298-87.0% | $147,586-88.0% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 25.61% | 1049.15%-1023.5pp | 5156.27%-5130.7pp | 578.59%-553.0pp |
| Employer contribution / active EE | $349 | $5,256-93.4% | $4,696-92.6% | $4,876-92.8% |
| Participant deferral / active EE | $2,744 | $6,631-58.6% | $6,247-56.1% | $5,439-49.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |