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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 | $29,503 | $202,345-85.4% | $172,755-82.9% | $152,885-80.7% |
| Participation rate | 47.6% | 87.1%-39.4pp | 82.6%-35.0pp | 82.5%-34.8pp |
| Annual return | 20.14% | 1029.77%-1009.6pp | 802.94%-782.8pp | 345.39%-325.3pp |
| Employer contribution / active EE | $974 | $5,858-83.4% | $5,144-81.1% | $4,763-79.6% |
| Participant deferral / active EE | $2,771 | $5,948-53.4% | $5,198-46.7% | $5,851-52.6% |
| Admin fee / account holder | $64 | $17,111-99.6% | $13,955-99.5% | $11,598-99.5% |