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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 | $15,541 | $150,446-89.7% | $136,297-88.6% | $147,585-89.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.79% | 1049.14%-1025.4pp | 5156.19%-5132.4pp | 578.58%-554.8pp |
| Employer contribution / active EE | $877 | $5,256-83.3% | $4,696-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $4,772 | $6,631-28.0% | $6,247-23.6% | $5,439-12.3% |
| Admin fee / account holder | $64 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |