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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 | $25,207 | $202,342-87.5% | $172,753-85.4% | $152,909-83.5% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.5%-44.0pp |
| Annual return | 32.78% | 1029.88%-997.1pp | 803.00%-770.2pp | 345.46%-312.7pp |
| Employer contribution / active EE | $623 | $5,857-89.4% | $5,144-87.9% | $4,764-86.9% |
| Participant deferral / active EE | $3,998 | $5,948-32.8% | $5,198-23.1% | $5,851-31.7% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |