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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 | $12,014 | $209,422-94.3% | $178,503-93.3% | $158,982-92.4% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 39.68% | 188.81%-149.1pp | 151.12%-111.4pp | 302.99%-263.3pp |
| Employer contribution / active EE | $1,074 | $5,707-81.2% | $5,011-78.6% | $4,763-77.5% |
| Participant deferral / active EE | $2,690 | $5,955-54.8% | $5,202-48.3% | $5,983-55.1% |
| Admin fee / account holder | $155 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |