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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 | $15,362 | $209,422-92.7% | $178,503-91.4% | $158,982-90.3% |
| Participation rate | 61.9% | 86.4%-24.4pp | 81.9%-20.0pp | 82.0%-20.1pp |
| Annual return | 41.98% | 188.81%-146.8pp | 151.12%-109.1pp | 302.99%-261.0pp |
| Employer contribution / active EE | $595 | $5,707-89.6% | $5,011-88.1% | $4,763-87.5% |
| Participant deferral / active EE | $3,516 | $5,955-41.0% | $5,202-32.4% | $5,983-41.2% |
| Admin fee / account holder | $231 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |