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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 | $2,332 | $88,754-97.4% | $81,820-97.2% | $145,877-98.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 57.93% | 1031.77%-973.8pp | 777.93%-720.0pp | 551.28%-493.3pp |
| Employer contribution / active EE | $122 | $3,085-96.1% | $2,915-95.8% | $4,663-97.4% |
| Participant deferral / active EE | $1,298 | $4,648-72.1% | $4,323-70.0% | $6,691-80.6% |
| Admin fee / account holder | $11 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |