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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 | $10,597 | $202,342-94.8% | $172,752-93.9% | $152,897-93.1% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 27.33% | 1029.83%-1002.5pp | 802.97%-775.6pp | 345.43%-318.1pp |
| Employer contribution / active EE | $920 | $5,858-84.3% | $5,144-82.1% | $4,764-80.7% |
| Participant deferral / active EE | $3,065 | $5,948-48.5% | $5,198-41.0% | $5,851-47.6% |
| Admin fee / account holder | $57 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |