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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 | $22,815 | $209,428-89.1% | $178,498-87.2% | $158,950-85.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.99% | 188.78%-157.8pp | 151.09%-120.1pp | 302.91%-271.9pp |
| Employer contribution / active EE | $680 | $5,707-88.1% | $5,011-86.4% | $4,762-85.7% |
| Participant deferral / active EE | $8,625 | $5,955+44.8% | $5,202+65.8% | $5,983+44.2% |
| Admin fee / account holder | $131 | $17,077-99.2% | $13,985-99.1% | $11,248-98.8% |