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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 | $19,822 | $202,342-90.2% | $172,752-88.5% | $152,897-87.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 16.57% | 1029.83%-1013.3pp | 802.97%-786.4pp | 345.43%-328.9pp |
| Employer contribution / active EE | $1,206 | $5,858-79.4% | $5,144-76.6% | $4,764-74.7% |
| Participant deferral / active EE | $3,901 | $5,948-34.4% | $5,198-24.9% | $5,851-33.3% |
| Admin fee / account holder | $273 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |