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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 | $15,971 | $183,592-91.3% | $155,567-89.7% | $145,959-89.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 18.41% | 61.24%-42.8pp | 64.74%-46.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $745 | $5,315-86.0% | $4,674-84.1% | $4,661-84.0% |
| Participant deferral / active EE | $5,402 | $6,464-16.4% | $5,628-4.0% | $6,689-19.2% |
| Admin fee / account holder | $102 | $19,318-99.5% | $15,916-99.4% | $13,398-99.2% |