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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 | $28,740 | $198,462-85.5% | $170,439-83.1% | $147,585-80.5% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 121.64% | 257.30%-135.7pp | 205.94%-84.3pp | 578.58%-456.9pp |
| Employer contribution / active EE | $237 | $6,184-96.2% | $5,433-95.6% | $4,876-95.1% |
| Participant deferral / active EE | $6,185 | $5,629+9.9% | $4,939+25.2% | $5,439+13.7% |
| Admin fee / account holder | $123 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |