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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 | $21,515 | $198,461-89.2% | $170,436-87.4% | $147,585-85.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 30.07% | 257.30%-227.2pp | 205.94%-175.9pp | 578.57%-548.5pp |
| Employer contribution / active EE | $1,123 | $6,184-81.8% | $5,433-79.3% | $4,876-77.0% |
| Participant deferral / active EE | $2,999 | $5,629-46.7% | $4,939-39.3% | $5,439-44.9% |
| Admin fee / account holder | $229 | $16,852-98.6% | $13,880-98.4% | $10,885-97.9% |