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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 | $19,833 | $91,439-78.3% | $135,974-85.4% | $71,511-72.3% |
| Participation rate | 66.0% | 75.7%-9.6pp | 81.9%-15.9pp | 67.9%-1.9pp |
| Annual return | 99.90% | 29.90%+70.0pp | 68.30%+31.6pp | 28.86%+71.0pp |
| Employer contribution / active EE | $97 | $3,705-97.4% | $4,859-98.0% | $2,589-96.2% |
| Participant deferral / active EE | $8,826 | $7,093+24.4% | $7,760+13.7% | $4,291+105.7% |
| Admin fee / account holder | $131 | $1,267-89.7% | $10,767-98.8% | $1,588-91.8% |