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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 | $1,681 | $99,652-98.3% | $78,778-97.9% | $147,586-98.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 46.54% | 47.28%-0.7pp | 35.62%+10.9pp | 578.59%-532.1pp |
| Employer contribution / active EE | $251 | $2,796-91.0% | $1,986-87.4% | $4,876-94.9% |
| Participant deferral / active EE | $854 | $3,664-76.7% | $2,958-71.1% | $5,439-84.3% |
| Admin fee / account holder | $6 | $7,155-99.9% | $5,134-99.9% | $10,886-99.9% |