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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 | $22,248 | $165,381-86.5% | $149,730-85.1% | $158,966-86.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 35.94% | 348.29%-312.3pp | 276.70%-240.8pp | 302.95%-267.0pp |
| Employer contribution / active EE | $786 | $5,104-84.6% | $4,645-83.1% | $4,762-83.5% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,843+26.7% | $5,983+44.9% |
| Admin fee / account holder | $166 | $10,809-98.5% | $9,310-98.2% | $11,250-98.5% |