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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 | $24,531 | $202,342-87.9% | $172,753-85.8% | $152,909-84.0% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 20.25% | 1029.88%-1009.6pp | 803.00%-782.8pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,083 | $5,857-81.5% | $5,144-78.9% | $4,764-77.3% |
| Participant deferral / active EE | $3,736 | $5,948-37.2% | $5,198-28.1% | $5,851-36.1% |
| Admin fee / account holder | $181 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |