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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 | $30,131 | $202,342-85.1% | $172,753-82.6% | $152,909-80.3% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 30.51% | 1029.88%-999.4pp | 803.00%-772.5pp | 345.46%-315.0pp |
| Employer contribution / active EE | $1,142 | $5,857-80.5% | $5,144-77.8% | $4,764-76.0% |
| Participant deferral / active EE | $2,555 | $5,948-57.0% | $5,198-50.8% | $5,851-56.3% |
| Admin fee / account holder | $117 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |