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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 | $16,168 | $150,446-89.3% | $136,297-88.1% | $147,585-89.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 28.80% | 1049.14%-1020.3pp | 5156.19%-5127.4pp | 578.58%-549.8pp |
| Employer contribution / active EE | $689 | $5,256-86.9% | $4,696-85.3% | $4,876-85.9% |
| Participant deferral / active EE | $6,129 | $6,631-7.6% | $6,247-1.9% | $5,439+12.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |