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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 | $18,066 | $198,457-90.9% | $170,435-89.4% | $147,586-87.8% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 32.27% | 257.30%-225.0pp | 205.94%-173.7pp | 578.59%-546.3pp |
| Employer contribution / active EE | $787 | $6,183-87.3% | $5,432-85.5% | $4,876-83.9% |
| Participant deferral / active EE | $5,718 | $5,629+1.6% | $4,939+15.8% | $5,439+5.1% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |