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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 | $27,699 | $202,345-86.3% | $172,755-84.0% | $152,885-81.9% |
| Participation rate | 11.1% | 87.1%-75.9pp | 82.6%-71.5pp | 82.5%-71.3pp |
| Annual return | 26.05% | 1029.77%-1003.7pp | 802.94%-776.9pp | 345.39%-319.3pp |
| Employer contribution / active EE | $677 | $5,858-88.4% | $5,144-86.8% | $4,763-85.8% |
| Participant deferral / active EE | $2,201 | $5,948-63.0% | $5,198-57.7% | $5,851-62.4% |
| Admin fee / account holder | $271 | $17,111-98.4% | $13,955-98.1% | $11,598-97.7% |