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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 | $15,379 | $198,457-92.3% | $170,435-91.0% | $147,586-89.6% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 22.22% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $232 | $6,183-96.3% | $5,432-95.7% | $4,876-95.2% |
| Participant deferral / active EE | $2,803 | $5,629-50.2% | $4,939-43.2% | $5,439-48.5% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |