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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 | $29,530 | $209,874-85.9% | $189,537-84.4% | $167,536-82.4% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 25.70% | 748.61%-722.9pp | 555.34%-529.6pp | 478.82%-453.1pp |
| Employer contribution / active EE | $1,173 | $6,913-83.0% | $6,161-81.0% | $4,839-75.8% |
| Participant deferral / active EE | $7,323 | $8,934-18.0% | $8,220-10.9% | $6,342+15.5% |
| Admin fee / account holder | $89 | $14,299-99.4% | $12,048-99.3% | $12,315-99.3% |