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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 | $18,512 | $70,587-73.8% | $124,694-85.2% | $85,851-78.4% |
| Participation rate | 65.1% | 64.4%+0.7pp | 74.6%-9.5pp | 69.3%-4.2pp |
| Annual return | 128.89% | 20688.83%-20559.9pp | 5144.82%-5015.9pp | 318.63%-189.7pp |
| Employer contribution / active EE | $454 | $1,913-76.3% | $3,325-86.4% | $2,565-82.3% |
| Participant deferral / active EE | $3,390 | $2,969+14.2% | $4,615-26.5% | $3,952-14.2% |
| Admin fee / account holder | $50 | $5,282-99.0% | $7,495-99.3% | $6,261-99.2% |