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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 | $18,833 | $165,361-88.6% | $149,715-87.4% | $158,950-88.2% |
| Participation rate | 27.3% | 84.6%-57.3pp | 82.5%-55.2pp | 82.0%-54.7pp |
| Annual return | 62.10% | 348.24%-286.1pp | 276.66%-214.6pp | 302.91%-240.8pp |
| Employer contribution / active EE | $498 | $5,103-90.2% | $4,645-89.3% | $4,762-89.5% |
| Participant deferral / active EE | $2,941 | $7,182-59.0% | $6,842-57.0% | $5,983-50.8% |
| Admin fee / account holder | $97 | $10,808-99.1% | $9,310-99.0% | $11,248-99.1% |