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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 | $11,146 | $134,817-91.7% | $123,973-91.0% | $155,188-92.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 76.61% | 515.49%-438.9pp | 388.13%-311.5pp | 148.84%-72.2pp |
| Employer contribution / active EE | $424 | $4,425-90.4% | $4,126-89.7% | $4,248-90.0% |
| Participant deferral / active EE | $2,553 | $5,706-55.3% | $5,247-51.3% | $6,531-60.9% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |