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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 | $6,494 | $144,130-95.5% | $117,861-94.5% | $147,586-95.6% |
| Participation rate | 47.4% | 83.4%-36.1pp | 79.7%-32.3pp | 82.8%-35.5pp |
| Annual return | 59.08% | 531.20%-472.1pp | 335.11%-276.0pp | 578.59%-519.5pp |
| Employer contribution / active EE | $618 | $4,897-87.4% | $3,786-83.7% | $4,876-87.3% |
| Participant deferral / active EE | $1,772 | $5,316-66.7% | $4,482-60.5% | $5,439-67.4% |
| Admin fee / account holder | $63 | $10,887-99.4% | $8,021-99.2% | $10,886-99.4% |