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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 | $25,607 | $202,345-87.3% | $172,755-85.2% | $152,885-83.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 18.67% | 1029.77%-1011.1pp | 802.94%-784.3pp | 345.39%-326.7pp |
| Employer contribution / active EE | $592 | $5,858-89.9% | $5,144-88.5% | $4,763-87.6% |
| Participant deferral / active EE | $5,657 | $5,948-4.9% | $5,198+8.8% | $5,851-3.3% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,598-99.8% |