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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 | $25,750 | $202,342-87.3% | $172,752-85.1% | $152,897-83.2% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 51.44% | 1029.83%-978.4pp | 802.97%-751.5pp | 345.43%-294.0pp |
| Employer contribution / active EE | $840 | $5,858-85.7% | $5,144-83.7% | $4,764-82.4% |
| Participant deferral / active EE | $3,485 | $5,948-41.4% | $5,198-33.0% | $5,851-40.4% |
| Admin fee / account holder | $174 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |