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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 | $27,263 | $202,342-86.5% | $172,753-84.2% | $152,909-82.2% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 18.56% | 1029.88%-1011.3pp | 803.00%-784.4pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,104 | $5,857-81.1% | $5,144-78.5% | $4,764-76.8% |
| Participant deferral / active EE | $3,206 | $5,948-46.1% | $5,198-38.3% | $5,851-45.2% |
| Admin fee / account holder | $259 | $17,112-98.5% | $13,956-98.1% | $11,601-97.8% |