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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 | $26,870 | $198,461-86.5% | $170,436-84.2% | $147,585-81.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 18.67% | 257.30%-238.6pp | 205.94%-187.3pp | 578.57%-559.9pp |
| Employer contribution / active EE | $1,266 | $6,184-79.5% | $5,433-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $4,248 | $5,629-24.5% | $4,939-14.0% | $5,439-21.9% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |