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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 | $19,607 | $176,105-88.9% | $159,474-87.7% | $167,536-88.3% |
| Participation rate | 60.9% | 85.0%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 22.64% | 331.91%-309.3pp | 263.68%-241.0pp | 478.82%-456.2pp |
| Employer contribution / active EE | $683 | $5,299-87.1% | $4,831-85.9% | $4,839-85.9% |
| Participant deferral / active EE | $4,551 | $7,751-41.3% | $7,353-38.1% | $6,342-28.2% |
| Admin fee / account holder | $14 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |