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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 | $29,404 | $198,462-85.2% | $170,439-82.7% | $147,585-80.1% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 9.80% | 257.30%-247.5pp | 205.94%-196.1pp | 578.58%-568.8pp |
| Employer contribution / active EE | $790 | $6,184-87.2% | $5,433-85.5% | $4,876-83.8% |
| Participant deferral / active EE | $2,342 | $5,629-58.4% | $4,939-52.6% | $5,439-56.9% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |