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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 | $20,420 | $165,399-87.7% | $149,745-86.4% | $158,982-87.2% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 22.27% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.7pp |
| Employer contribution / active EE | $591 | $5,105-88.4% | $4,646-87.3% | $4,763-87.6% |
| Participant deferral / active EE | $6,527 | $7,183-9.1% | $6,843-4.6% | $5,983+9.1% |
| Admin fee / account holder | $62 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |