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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 | $8,619 | $150,447-94.3% | $136,298-93.7% | $147,586-94.2% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 25.76% | 1049.15%-1023.4pp | 5156.27%-5130.5pp | 578.59%-552.8pp |
| Employer contribution / active EE | $89 | $5,256-98.3% | $4,696-98.1% | $4,876-98.2% |
| Participant deferral / active EE | $2,460 | $6,631-62.9% | $6,247-60.6% | $5,439-54.8% |
| Admin fee / account holder | $84 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |