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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 | $15,591 | $171,867-90.9% | $149,716-89.6% | $147,585-89.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 159.47% | 2113.36%-1953.9pp | 1501.67%-1342.2pp | 578.58%-419.1pp |
| Employer contribution / active EE | $776 | $6,275-87.6% | $5,444-85.8% | $4,876-84.1% |
| Participant deferral / active EE | $4,351 | $7,270-40.2% | $6,568-33.8% | $5,439-20.0% |
| Admin fee / account holder | $141 | $13,799-99.0% | $11,282-98.8% | $10,886-98.7% |