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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 | $947 | $227,597-99.6% | $189,575-99.5% | $167,536-99.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 261.54% | 78.44%+183.1pp | 64.19%+197.3pp | 478.82%-217.3pp |
| Employer contribution / active EE | $295 | $5,316-94.5% | $4,412-93.3% | $4,839-93.9% |
| Participant deferral / active EE | $1,474 | $7,002-78.9% | $6,174-76.1% | $6,342-76.8% |
| Admin fee / account holder | $8 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |