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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 | $27,662 | $209,428-86.8% | $178,498-84.5% | $158,950-82.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.97% | 188.78%-168.8pp | 151.09%-131.1pp | 302.91%-282.9pp |
| Employer contribution / active EE | $792 | $5,707-86.1% | $5,011-84.2% | $4,762-83.4% |
| Participant deferral / active EE | $3,627 | $5,955-39.1% | $5,202-30.3% | $5,983-39.4% |
| Admin fee / account holder | $60 | $17,077-99.6% | $13,985-99.6% | $11,248-99.5% |