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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 | $17,141 | $209,425-91.8% | $178,499-90.4% | $158,966-89.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 25.22% | 188.80%-163.6pp | 151.10%-125.9pp | 302.95%-277.7pp |
| Employer contribution / active EE | $1,137 | $5,707-80.1% | $5,011-77.3% | $4,762-76.1% |
| Participant deferral / active EE | $3,039 | $5,955-49.0% | $5,202-41.6% | $5,983-49.2% |
| Admin fee / account holder | $106 | $17,078-99.4% | $13,986-99.2% | $11,250-99.1% |