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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 | $10,965 | $171,867-93.6% | $149,721-92.7% | $147,586-92.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 35.98% | 2113.36%-2077.4pp | 1501.67%-1465.7pp | 578.59%-542.6pp |
| Employer contribution / active EE | $1,067 | $6,275-83.0% | $5,444-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $5,207 | $7,270-28.4% | $6,568-20.7% | $5,439-4.3% |
| Admin fee / account holder | $133 | $13,799-99.0% | $11,282-98.8% | $10,886-98.8% |