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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 | $11,001 | $198,462-94.5% | $170,439-93.5% | $147,585-92.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 24.85% | 257.30%-232.5pp | 205.94%-181.1pp | 578.58%-553.7pp |
| Employer contribution / active EE | $1,073 | $6,184-82.7% | $5,433-80.3% | $4,876-78.0% |
| Participant deferral / active EE | $2,257 | $5,629-59.9% | $4,939-54.3% | $5,439-58.5% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |