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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 | $29,230 | $183,988-84.1% | $162,177-82.0% | $152,897-80.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 30.13% | 150.79%-120.7pp | 115.60%-85.5pp | 345.43%-315.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,260 | $8,032+15.3% | $7,297+26.9% | $5,851+58.3% |
| Admin fee / account holder | $63 | $13,123-99.5% | $10,843-99.4% | $11,599-99.5% |