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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 | $29,581 | $209,425-85.9% | $178,499-83.4% | $158,966-81.4% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 32.06% | 188.80%-156.7pp | 151.10%-119.0pp | 302.95%-270.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,015 | $5,955+1.0% | $5,202+15.6% | $5,983+0.5% |
| Admin fee / account holder | $139 | $17,078-99.2% | $13,986-99.0% | $11,250-98.8% |