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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 | $23,177 | $209,425-88.9% | $178,499-87.0% | $158,966-85.4% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 99.02% | 188.80%-89.8pp | 151.10%-52.1pp | 302.95%-203.9pp |
| Employer contribution / active EE | $338 | $5,707-94.1% | $5,011-93.2% | $4,762-92.9% |
| Participant deferral / active EE | $3,302 | $5,955-44.6% | $5,202-36.5% | $5,983-44.8% |
| Admin fee / account holder | $60 | $17,078-99.6% | $13,986-99.6% | $11,250-99.5% |