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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 | $27,872 | $144,130-80.7% | $117,861-76.4% | $147,586-81.1% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 19.31% | 531.20%-511.9pp | 335.11%-315.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $793 | $4,897-83.8% | $3,786-79.0% | $4,876-83.7% |
| Participant deferral / active EE | $2,188 | $5,316-58.9% | $4,482-51.2% | $5,439-59.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |