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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 | $19,618 | $209,425-90.6% | $178,499-89.0% | $158,966-87.7% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 35.10% | 188.80%-153.7pp | 151.10%-116.0pp | 302.95%-267.8pp |
| Employer contribution / active EE | $274 | $5,707-95.2% | $5,011-94.5% | $4,762-94.3% |
| Participant deferral / active EE | $4,656 | $5,955-21.8% | $5,202-10.5% | $5,983-22.2% |
| Admin fee / account holder | $240 | $17,078-98.6% | $13,986-98.3% | $11,250-97.9% |