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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 | $29,116 | $183,988-84.2% | $162,177-82.0% | $152,897-81.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 51.50% | 150.79%-99.3pp | 115.60%-64.1pp | 345.43%-293.9pp |
| Employer contribution / active EE | $661 | $6,370-89.6% | $5,613-88.2% | $4,764-86.1% |
| Participant deferral / active EE | $6,029 | $8,032-24.9% | $7,297-17.4% | $5,851+3.0% |
| Admin fee / account holder | $128 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |