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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 | $14,335 | $148,582-90.4% | $135,942-89.5% | $139,456-89.7% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.1pp | 80.3%-49.6pp |
| Annual return | 87.90% | 79.26%+8.6pp | 68.28%+19.6pp | 373.45%-285.5pp |
| Employer contribution / active EE | $641 | $5,245-87.8% | $4,858-86.8% | $4,753-86.5% |
| Participant deferral / active EE | $3,034 | $8,101-62.6% | $7,759-60.9% | $6,711-54.8% |
| Admin fee / account holder | $50 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |