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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 | $21,081 | $217,432-90.3% | $185,851-88.7% | $167,553-87.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.06% | 148.43%-134.4pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,087 | $5,874-81.5% | $5,168-79.0% | $4,840-77.5% |
| Participant deferral / active EE | $5,842 | $6,357-8.1% | $5,569+4.9% | $6,343-7.9% |
| Admin fee / account holder | $164 | $19,820-99.2% | $16,245-99.0% | $12,316-98.7% |