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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 | $8,204 | $165,361-95.0% | $149,715-94.5% | $158,950-94.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 116.98% | 348.24%-231.3pp | 276.66%-159.7pp | 302.91%-185.9pp |
| Employer contribution / active EE | $729 | $5,103-85.7% | $4,645-84.3% | $4,762-84.7% |
| Participant deferral / active EE | $7,257 | $7,182+1.1% | $6,842+6.1% | $5,983+21.3% |
| Admin fee / account holder | $15 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |