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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 | $29,108 | $209,422-86.1% | $178,503-83.7% | $158,982-81.7% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 9.36% | 188.81%-179.4pp | 151.12%-141.8pp | 302.99%-293.6pp |
| Employer contribution / active EE | $1,105 | $5,707-80.6% | $5,011-78.0% | $4,763-76.8% |
| Participant deferral / active EE | $5,167 | $5,955-13.2% | $5,202-0.7% | $5,983-13.6% |
| Admin fee / account holder | $104 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |