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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 | $17,491 | $217,432-92.0% | $185,849-90.6% | $167,536-89.6% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 20.01% | 148.42%-128.4pp | 122.10%-102.1pp | 478.82%-458.8pp |
| Employer contribution / active EE | $915 | $5,875-84.4% | $5,169-82.3% | $4,839-81.1% |
| Participant deferral / active EE | $3,711 | $6,357-41.6% | $5,569-33.4% | $6,342-41.5% |
| Admin fee / account holder | $256 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |