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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 | $18,782 | $202,342-90.7% | $172,753-89.1% | $152,909-87.7% |
| Participation rate | 43.5% | 87.1%-43.6pp | 82.6%-39.2pp | 82.5%-39.0pp |
| Annual return | 26.39% | 1029.88%-1003.5pp | 803.00%-776.6pp | 345.46%-319.1pp |
| Employer contribution / active EE | $921 | $5,857-84.3% | $5,144-82.1% | $4,764-80.7% |
| Participant deferral / active EE | $3,626 | $5,948-39.0% | $5,198-30.2% | $5,851-38.0% |
| Admin fee / account holder | $103 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |