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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 | $33,698 | $197,625-82.9% | $177,840-81.1% | $158,966-78.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 31.22% | 58.76%-27.5pp | 48.32%-17.1pp | 302.95%-271.7pp |
| Employer contribution / active EE | $1,188 | $6,698-82.3% | $5,919-79.9% | $4,762-75.1% |
| Participant deferral / active EE | $4,760 | $8,405-43.4% | $7,714-38.3% | $5,983-20.4% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |