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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 | $28,259 | $209,422-86.5% | $178,503-84.2% | $158,982-82.2% |
| Participation rate | 23.5% | 86.4%-62.8pp | 81.9%-58.4pp | 82.0%-58.4pp |
| Annual return | 12.70% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,101 | $5,707-80.7% | $5,011-78.0% | $4,763-76.9% |
| Participant deferral / active EE | $2,038 | $5,955-65.8% | $5,202-60.8% | $5,983-65.9% |
| Admin fee / account holder | $158 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |