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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 | $5,963 | $176,077-96.6% | $159,455-96.3% | $167,518-96.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 323.51% | 331.83%-8.3pp | 263.63%+59.9pp | 478.71%-155.2pp |
| Employer contribution / active EE | $482 | $5,298-90.9% | $4,830-90.0% | $4,838-90.0% |
| Participant deferral / active EE | $4,017 | $7,751-48.2% | $7,353-45.4% | $6,342-36.7% |
| Admin fee / account holder | $171 | $12,556-98.6% | $10,800-98.4% | $12,312-98.6% |