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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 | $21,938 | $209,888-89.5% | $189,545-88.4% | $167,553-86.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 45.62% | 748.66%-703.0pp | 555.36%-509.7pp | 478.89%-433.3pp |
| Employer contribution / active EE | $1,225 | $6,915-82.3% | $6,162-80.1% | $4,840-74.7% |
| Participant deferral / active EE | $6,747 | $8,934-24.5% | $8,220-17.9% | $6,343+6.4% |
| Admin fee / account holder | $111 | $14,300-99.2% | $12,049-99.1% | $12,316-99.1% |