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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 | $14,686 | $198,462-92.6% | $170,439-91.4% | $147,585-90.0% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 19.44% | 257.30%-237.9pp | 205.94%-186.5pp | 578.58%-559.1pp |
| Employer contribution / active EE | $939 | $6,184-84.8% | $5,433-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $2,015 | $5,629-64.2% | $4,939-59.2% | $5,439-62.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |