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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 | $17,899 | $171,867-89.6% | $149,721-88.0% | $147,586-87.9% |
| Participation rate | 61.1% | 88.2%-27.1pp | 87.1%-26.0pp | 82.8%-21.7pp |
| Annual return | 161.79% | 2113.36%-1951.6pp | 1501.67%-1339.9pp | 578.59%-416.8pp |
| Employer contribution / active EE | $1,032 | $6,275-83.6% | $5,444-81.0% | $4,876-78.8% |
| Participant deferral / active EE | $2,558 | $7,270-64.8% | $6,568-61.1% | $5,439-53.0% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,282-99.8% | $10,886-99.8% |