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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 | $20,549 | $197,625-89.6% | $177,840-88.4% | $158,966-87.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 35.44% | 58.76%-23.3pp | 48.32%-12.9pp | 302.95%-267.5pp |
| Employer contribution / active EE | $1,078 | $6,698-83.9% | $5,919-81.8% | $4,762-77.4% |
| Participant deferral / active EE | $3,417 | $8,405-59.3% | $7,714-55.7% | $5,983-42.9% |
| Admin fee / account holder | $288 | $15,405-98.1% | $12,431-97.7% | $11,250-97.4% |