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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 | $19,415 | $184,000-89.4% | $162,185-88.0% | $152,909-87.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 34.46% | 150.80%-116.3pp | 115.61%-81.2pp | 345.46%-311.0pp |
| Employer contribution / active EE | $1,049 | $6,370-83.5% | $5,613-81.3% | $4,764-78.0% |
| Participant deferral / active EE | $3,381 | $8,033-57.9% | $7,297-53.7% | $5,851-42.2% |
| Admin fee / account holder | $66 | $13,124-99.5% | $10,844-99.4% | $11,601-99.4% |