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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 | $26,519 | $152,592-82.6% | $125,180-78.8% | $152,885-82.7% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 63.28% | 54.84%+8.4pp | 43.79%+19.5pp | 345.39%-282.1pp |
| Employer contribution / active EE | $865 | $4,947-82.5% | $3,866-77.6% | $4,763-81.8% |
| Participant deferral / active EE | $6,333 | $5,868+7.9% | $4,937+28.3% | $5,851+8.2% |
| Admin fee / account holder | $109 | $13,435-99.2% | $9,703-98.9% | $11,598-99.1% |