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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 | $50,242 | $254,759-80.3% | $216,567-76.8% | $198,609-74.7% |
| Participation rate | 35.7% | 84.5%-48.8pp | 81.6%-45.9pp | 82.4%-46.7pp |
| Annual return | 107.57% | 10.04%+97.5pp | 12.94%+94.6pp | 202.70%-95.1pp |
| Employer contribution / active EE | $1,095 | $6,096-82.0% | $5,216-79.0% | $5,055-78.3% |
| Participant deferral / active EE | $6,683 | $6,948-3.8% | $6,191+7.9% | $6,977-4.2% |
| Admin fee / account holder | $89 | $26,311-99.7% | $21,981-99.6% | $19,030-99.5% |