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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 | $20,405 | $209,428-90.3% | $178,498-88.6% | $158,950-87.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 77.60% | 188.78%-111.2pp | 151.09%-73.5pp | 302.91%-225.3pp |
| Employer contribution / active EE | $735 | $5,707-87.1% | $5,011-85.3% | $4,762-84.6% |
| Participant deferral / active EE | $6,666 | $5,955+11.9% | $5,202+28.1% | $5,983+11.4% |
| Admin fee / account holder | $108 | $17,077-99.4% | $13,985-99.2% | $11,248-99.0% |