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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 | $20,856 | $198,457-89.5% | $170,435-87.8% | $147,586-85.9% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 29.99% | 257.30%-227.3pp | 205.94%-176.0pp | 578.59%-548.6pp |
| Employer contribution / active EE | $399 | $6,183-93.5% | $5,432-92.7% | $4,876-91.8% |
| Participant deferral / active EE | $3,092 | $5,629-45.1% | $4,939-37.4% | $5,439-43.2% |
| Admin fee / account holder | $256 | $16,852-98.5% | $13,881-98.2% | $10,886-97.6% |