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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 | $28,947 | $202,342-85.7% | $172,752-83.2% | $152,897-81.1% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.5%-38.7pp |
| Annual return | 23.58% | 1029.83%-1006.2pp | 802.97%-779.4pp | 345.43%-321.8pp |
| Employer contribution / active EE | $604 | $5,858-89.7% | $5,144-88.3% | $4,764-87.3% |
| Participant deferral / active EE | $5,018 | $5,948-15.6% | $5,198-3.5% | $5,851-14.2% |
| Admin fee / account holder | $29 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |