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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 | $23,583 | $209,425-88.7% | $178,499-86.8% | $158,966-85.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.83% | 188.80%-177.0pp | 151.10%-139.3pp | 302.95%-291.1pp |
| Employer contribution / active EE | $504 | $5,707-91.2% | $5,011-89.9% | $4,762-89.4% |
| Participant deferral / active EE | $4,341 | $5,955-27.1% | $5,202-16.6% | $5,983-27.4% |
| Admin fee / account holder | $247 | $17,078-98.6% | $13,986-98.2% | $11,250-97.8% |