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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 | $17,464 | $180,459-90.3% | $154,108-88.7% | $135,380-87.1% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 20.03% | 888.21%-868.2pp | 735.21%-715.2pp | 519.81%-499.8pp |
| Employer contribution / active EE | $436 | $6,035-92.8% | $5,298-91.8% | $4,779-90.9% |
| Participant deferral / active EE | $2,604 | $5,806-55.2% | $5,081-48.8% | $5,609-53.6% |
| Admin fee / account holder | $51 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |