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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 | $11,271 | $157,304-92.8% | $141,197-92.0% | $152,909-92.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 64.35% | 64.34%0pp | 71.41%-7.1pp | 345.46%-281.1pp |
| Employer contribution / active EE | $671 | $5,263-87.3% | $4,736-85.8% | $4,764-85.9% |
| Participant deferral / active EE | $6,169 | $7,111-13.2% | $6,710-8.1% | $5,851+5.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |