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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 | $21,978 | $217,432-89.9% | $185,849-88.2% | $167,536-86.9% |
| Participation rate | 27.3% | 86.1%-58.8pp | 81.7%-54.4pp | 82.1%-54.8pp |
| Annual return | 41.46% | 148.42%-107.0pp | 122.10%-80.6pp | 478.82%-437.4pp |
| Employer contribution / active EE | $692 | $5,875-88.2% | $5,169-86.6% | $4,839-85.7% |
| Participant deferral / active EE | $2,705 | $6,357-57.4% | $5,569-51.4% | $6,342-57.3% |
| Admin fee / account holder | $108 | $19,818-99.5% | $16,244-99.3% | $12,315-99.1% |