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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 | $23,358 | $209,425-88.8% | $178,499-86.9% | $158,966-85.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.64% | 188.80%-168.2pp | 151.10%-130.5pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,071 | $5,707-81.2% | $5,011-78.6% | $4,762-77.5% |
| Participant deferral / active EE | $2,096 | $5,955-64.8% | $5,202-59.7% | $5,983-65.0% |
| Admin fee / account holder | $95 | $17,078-99.4% | $13,986-99.3% | $11,250-99.2% |