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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 | $7,610 | $175,257-95.7% | $149,717-94.9% | $139,456-94.5% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 46.86% | 166.70%-119.8pp | 134.41%-87.5pp | 373.45%-326.6pp |
| Employer contribution / active EE | $586 | $5,477-89.3% | $4,820-87.8% | $4,753-87.7% |
| Participant deferral / active EE | $3,152 | $6,521-51.7% | $5,682-44.5% | $6,711-53.0% |
| Admin fee / account holder | $244 | $16,156-98.5% | $13,213-98.2% | $11,407-97.9% |