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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 | $25,968 | $209,422-87.6% | $178,503-85.5% | $158,982-83.7% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 49.32% | 188.81%-139.5pp | 151.12%-101.8pp | 302.99%-253.7pp |
| Employer contribution / active EE | $870 | $5,707-84.8% | $5,011-82.6% | $4,763-81.7% |
| Participant deferral / active EE | $3,677 | $5,955-38.3% | $5,202-29.3% | $5,983-38.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |