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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 | $27,631 | $198,457-86.1% | $170,435-83.8% | $147,586-81.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 21.38% | 257.30%-235.9pp | 205.94%-184.6pp | 578.59%-557.2pp |
| Employer contribution / active EE | $140 | $6,183-97.7% | $5,432-97.4% | $4,876-97.1% |
| Participant deferral / active EE | $3,500 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $220 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |