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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 | $27,816 | $209,422-86.7% | $178,503-84.4% | $158,982-82.5% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 31.44% | 188.81%-157.4pp | 151.12%-119.7pp | 302.99%-271.6pp |
| Employer contribution / active EE | $210 | $5,707-96.3% | $5,011-95.8% | $4,763-95.6% |
| Participant deferral / active EE | $2,286 | $5,955-61.6% | $5,202-56.1% | $5,983-61.8% |
| Admin fee / account holder | $89 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |