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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 | $29,926 | $197,637-84.9% | $177,848-83.2% | $158,982-81.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 31.61% | 58.77%-27.2pp | 48.33%-16.7pp | 302.99%-271.4pp |
| Employer contribution / active EE | $1,074 | $6,698-84.0% | $5,919-81.9% | $4,763-77.5% |
| Participant deferral / active EE | $4,079 | $8,405-51.5% | $7,714-47.1% | $5,983-31.8% |
| Admin fee / account holder | $71 | $15,406-99.5% | $12,431-99.4% | $11,252-99.4% |