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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 | $8,783 | $106,003-91.7% | $92,236-90.5% | $147,585-94.0% |
| Participation rate | 23.8% | 80.4%-56.6pp | 76.5%-52.7pp | 82.8%-59.0pp |
| Annual return | 34.81% | 50.05%-15.2pp | 176.29%-141.5pp | 578.57%-543.8pp |
| Employer contribution / active EE | $554 | $4,333-87.2% | $3,679-84.9% | $4,876-88.6% |
| Participant deferral / active EE | $1,161 | $4,478-74.1% | $3,897-70.2% | $5,439-78.6% |
| Admin fee / account holder | $218 | $6,333-96.6% | $5,194-95.8% | $10,885-98.0% |