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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 | $10,322 | $217,427-95.3% | $185,837-94.4% | $167,518-93.8% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 35.17% | 148.39%-113.2pp | 122.08%-86.9pp | 478.71%-443.5pp |
| Employer contribution / active EE | $464 | $5,874-92.1% | $5,168-91.0% | $4,838-90.4% |
| Participant deferral / active EE | $4,926 | $6,357-22.5% | $5,568-11.5% | $6,342-22.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |