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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 | $28,299 | $202,342-86.0% | $172,753-83.6% | $152,909-81.5% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 28.47% | 1029.88%-1001.4pp | 803.00%-774.5pp | 345.46%-317.0pp |
| Employer contribution / active EE | $671 | $5,857-88.5% | $5,144-86.9% | $4,764-85.9% |
| Participant deferral / active EE | $3,946 | $5,948-33.7% | $5,198-24.1% | $5,851-32.6% |
| Admin fee / account holder | $239 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |