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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 | $22,354 | $202,345-89.0% | $172,755-87.1% | $152,885-85.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.96% | 1029.77%-1002.8pp | 802.94%-776.0pp | 345.39%-318.4pp |
| Employer contribution / active EE | $819 | $5,858-86.0% | $5,144-84.1% | $4,763-82.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $161 | $17,111-99.1% | $13,955-98.8% | $11,598-98.6% |