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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 | $16,362 | $160,070-89.8% | $147,117-88.9% | $145,897-88.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.08% | 98.69%-82.6pp | 420.54%-404.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $614 | $5,285-88.4% | $4,932-87.5% | $4,663-86.8% |
| Participant deferral / active EE | $3,391 | $8,419-59.7% | $8,065-57.9% | $6,689-49.3% |
| Admin fee / account holder | $12 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |