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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 | $14,542 | $165,361-91.2% | $149,715-90.3% | $158,950-90.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 59.48% | 348.24%-288.8pp | 276.66%-217.2pp | 302.91%-243.4pp |
| Employer contribution / active EE | $741 | $5,103-85.5% | $4,645-84.0% | $4,762-84.4% |
| Participant deferral / active EE | $2,617 | $7,182-63.6% | $6,842-61.8% | $5,983-56.3% |
| Admin fee / account holder | $98 | $10,808-99.1% | $9,310-98.9% | $11,248-99.1% |