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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 | $1,906 | $88,702-97.9% | $81,780-97.7% | $145,978-98.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 64.29% | 1029.12%-964.8pp | 776.27%-712.0pp | 550.52%-486.2pp |
| Employer contribution / active EE | $175 | $3,084-94.3% | $2,914-94.0% | $4,662-96.2% |
| Participant deferral / active EE | $1,285 | $4,645-72.3% | $4,321-70.3% | $6,690-80.8% |
| Admin fee / account holder | $12 | $8,414-99.9% | $7,384-99.8% | $13,400-99.9% |