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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 | $10,747 | $198,461-94.6% | $170,436-93.7% | $147,585-92.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 10.63% | 257.30%-246.7pp | 205.94%-195.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $569 | $6,184-90.8% | $5,433-89.5% | $4,876-88.3% |
| Participant deferral / active EE | $2,968 | $5,629-47.3% | $4,939-39.9% | $5,439-45.4% |
| Admin fee / account holder | $233 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |