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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 | $29,900 | $209,422-85.7% | $178,503-83.2% | $158,982-81.2% |
| Participation rate | 47.1% | 86.4%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 20.75% | 188.81%-168.1pp | 151.12%-130.4pp | 302.99%-282.2pp |
| Employer contribution / active EE | $965 | $5,707-83.1% | $5,011-80.7% | $4,763-79.7% |
| Participant deferral / active EE | $2,396 | $5,955-59.8% | $5,202-54.0% | $5,983-60.0% |
| Admin fee / account holder | $9 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |