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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 | $27,030 | $202,342-86.6% | $172,752-84.4% | $152,897-82.3% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.5%-29.8pp |
| Annual return | 19.75% | 1029.83%-1010.1pp | 802.97%-783.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $650 | $5,858-88.9% | $5,144-87.4% | $4,764-86.4% |
| Participant deferral / active EE | $2,642 | $5,948-55.6% | $5,198-49.2% | $5,851-54.9% |
| Admin fee / account holder | $256 | $17,111-98.5% | $13,955-98.2% | $11,599-97.8% |