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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 | $31,824 | $198,457-84.0% | $170,435-81.3% | $147,586-78.4% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 14.02% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $308 | $6,183-95.0% | $5,432-94.3% | $4,876-93.7% |
| Participant deferral / active EE | $2,594 | $5,629-53.9% | $4,939-47.5% | $5,439-52.3% |
| Admin fee / account holder | $22 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |