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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 | $24,971 | $202,345-87.7% | $172,755-85.5% | $152,885-83.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 20.17% | 1029.77%-1009.6pp | 802.94%-782.8pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,199 | $5,858-79.5% | $5,144-76.7% | $4,763-74.8% |
| Participant deferral / active EE | $4,944 | $5,948-16.9% | $5,198-4.9% | $5,851-15.5% |
| Admin fee / account holder | $291 | $17,111-98.3% | $13,955-97.9% | $11,598-97.5% |