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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 | $16,516 | $198,457-91.7% | $170,435-90.3% | $147,586-88.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 19.78% | 257.30%-237.5pp | 205.94%-186.2pp | 578.59%-558.8pp |
| Employer contribution / active EE | $936 | $6,183-84.9% | $5,432-82.8% | $4,876-80.8% |
| Participant deferral / active EE | $3,804 | $5,629-32.4% | $4,939-23.0% | $5,439-30.1% |
| Admin fee / account holder | $139 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |