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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 | $7,304 | $209,425-96.5% | $178,499-95.9% | $158,966-95.4% |
| Participation rate | 53.3% | 86.4%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 55.04% | 188.80%-133.8pp | 151.10%-96.1pp | 302.95%-247.9pp |
| Employer contribution / active EE | $780 | $5,707-86.3% | $5,011-84.4% | $4,762-83.6% |
| Participant deferral / active EE | $2,075 | $5,955-65.2% | $5,202-60.1% | $5,983-65.3% |
| Admin fee / account holder | $72 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |