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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 | $17,554 | $209,422-91.6% | $178,503-90.2% | $158,982-89.0% |
| Participation rate | 27.8% | 86.4%-58.6pp | 81.9%-54.2pp | 82.0%-54.2pp |
| Annual return | 39.74% | 188.81%-149.1pp | 151.12%-111.4pp | 302.99%-263.2pp |
| Employer contribution / active EE | $892 | $5,707-84.4% | $5,011-82.2% | $4,763-81.3% |
| Participant deferral / active EE | $4,084 | $5,955-31.4% | $5,202-21.5% | $5,983-31.7% |
| Admin fee / account holder | $87 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |