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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 | $21,436 | $180,459-88.1% | $154,108-86.1% | $135,380-84.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | 5.97% | 888.21%-882.2pp | 735.21%-729.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $1,045 | $6,035-82.7% | $5,298-80.3% | $4,779-78.1% |
| Participant deferral / active EE | $2,584 | $5,806-55.5% | $5,081-49.1% | $5,609-53.9% |
| Admin fee / account holder | $180 | $16,145-98.9% | $13,411-98.7% | $10,828-98.3% |