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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 | $31,501 | $198,462-84.1% | $170,439-81.5% | $147,585-78.7% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 19.11% | 257.30%-238.2pp | 205.94%-186.8pp | 578.58%-559.5pp |
| Employer contribution / active EE | $894 | $6,184-85.5% | $5,433-83.5% | $4,876-81.7% |
| Participant deferral / active EE | $3,789 | $5,629-32.7% | $4,939-23.3% | $5,439-30.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |