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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 | $20,810 | $209,428-90.1% | $178,498-88.3% | $158,950-86.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 55.47% | 188.78%-133.3pp | 151.09%-95.6pp | 302.91%-247.4pp |
| Employer contribution / active EE | $881 | $5,707-84.6% | $5,011-82.4% | $4,762-81.5% |
| Participant deferral / active EE | $2,907 | $5,955-51.2% | $5,202-44.1% | $5,983-51.4% |
| Admin fee / account holder | $18 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |