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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 | $29,294 | $209,428-86.0% | $178,498-83.6% | $158,950-81.6% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 9.43% | 188.78%-179.3pp | 151.09%-141.7pp | 302.91%-293.5pp |
| Employer contribution / active EE | $814 | $5,707-85.7% | $5,011-83.8% | $4,762-82.9% |
| Participant deferral / active EE | $5,137 | $5,955-13.7% | $5,202-1.2% | $5,983-14.1% |
| Admin fee / account holder | $197 | $17,077-98.8% | $13,985-98.6% | $11,248-98.2% |