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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 | $24,315 | $202,342-88.0% | $172,752-85.9% | $152,897-84.1% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 28.38% | 1029.83%-1001.4pp | 802.97%-774.6pp | 345.43%-317.0pp |
| Employer contribution / active EE | $878 | $5,858-85.0% | $5,144-82.9% | $4,764-81.6% |
| Participant deferral / active EE | $3,532 | $5,948-40.6% | $5,198-32.1% | $5,851-39.6% |
| Admin fee / account holder | $87 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |