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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 | $8,887 | $202,342-95.6% | $172,752-94.9% | $152,897-94.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 33.69% | 1029.83%-996.1pp | 802.97%-769.3pp | 345.43%-311.7pp |
| Employer contribution / active EE | $843 | $5,858-85.6% | $5,144-83.6% | $4,764-82.3% |
| Participant deferral / active EE | $2,623 | $5,948-55.9% | $5,198-49.5% | $5,851-55.2% |
| Admin fee / account holder | $89 | $17,111-99.5% | $13,955-99.4% | $11,599-99.2% |