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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 | $12,681 | $176,077-92.8% | $159,455-92.0% | $167,518-92.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.00% | 331.83%-314.8pp | 263.63%-246.6pp | 478.71%-461.7pp |
| Employer contribution / active EE | $602 | $5,298-88.6% | $4,830-87.5% | $4,838-87.6% |
| Participant deferral / active EE | $3,722 | $7,751-52.0% | $7,353-49.4% | $6,342-41.3% |
| Admin fee / account holder | $68 | $12,556-99.5% | $10,800-99.4% | $12,312-99.4% |