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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 | $28,749 | $202,342-85.8% | $172,752-83.4% | $152,897-81.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 28.19% | 1029.83%-1001.6pp | 802.97%-774.8pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,058 | $5,858-81.9% | $5,144-79.4% | $4,764-77.8% |
| Participant deferral / active EE | $2,941 | $5,948-50.6% | $5,198-43.4% | $5,851-49.7% |
| Admin fee / account holder | $195 | $17,111-98.9% | $13,955-98.6% | $11,599-98.3% |