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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 | $16,896 | $217,427-92.2% | $185,837-90.9% | $167,518-89.9% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 25.25% | 148.39%-123.1pp | 122.08%-96.8pp | 478.71%-453.5pp |
| Employer contribution / active EE | $755 | $5,874-87.1% | $5,168-85.4% | $4,838-84.4% |
| Participant deferral / active EE | $4,474 | $6,357-29.6% | $5,568-19.7% | $6,342-29.5% |
| Admin fee / account holder | $94 | $19,816-99.5% | $16,241-99.4% | $12,312-99.2% |