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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 | $5,735 | $183,516-96.9% | $155,534-96.3% | $145,884-96.1% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.6pp | 80.3%-53.6pp |
| Annual return | 21.43% | 61.43%-40.0pp | 64.92%-43.5pp | 551.85%-530.4pp |
| Employer contribution / active EE | $242 | $5,315-95.4% | $4,675-94.8% | $4,662-94.8% |
| Participant deferral / active EE | $2,538 | $6,467-60.7% | $5,630-54.9% | $6,690-62.1% |
| Admin fee / account holder | $232 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |