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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 | $13,969 | $175,231-92.0% | $149,696-90.7% | $139,466-90.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.53% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $974 | $5,478-82.2% | $4,821-79.8% | $4,754-79.5% |
| Participant deferral / active EE | $5,338 | $6,521-18.2% | $5,682-6.1% | $6,712-20.5% |
| Admin fee / account holder | $61 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |