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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 | $24,122 | $198,461-87.8% | $170,436-85.8% | $147,585-83.7% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 32.75% | 257.30%-224.6pp | 205.94%-173.2pp | 578.57%-545.8pp |
| Employer contribution / active EE | $1,210 | $6,184-80.4% | $5,433-77.7% | $4,876-75.2% |
| Participant deferral / active EE | $4,576 | $5,629-18.7% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |