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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 | $15,147 | $183,988-91.8% | $162,177-90.7% | $152,897-90.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 53.63% | 150.79%-97.2pp | 115.60%-62.0pp | 345.43%-291.8pp |
| Employer contribution / active EE | $541 | $6,370-91.5% | $5,613-90.4% | $4,764-88.6% |
| Participant deferral / active EE | $9,793 | $8,032+21.9% | $7,297+34.2% | $5,851+67.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |