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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 | $24,456 | $209,425-88.3% | $178,499-86.3% | $158,966-84.6% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 246.58% | 188.80%+57.8pp | 151.10%+95.5pp | 302.95%-56.4pp |
| Employer contribution / active EE | $837 | $5,707-85.3% | $5,011-83.3% | $4,762-82.4% |
| Participant deferral / active EE | $5,150 | $5,955-13.5% | $5,202-1.0% | $5,983-13.9% |
| Admin fee / account holder | $159 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |