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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 | $15,642 | $209,425-92.5% | $178,499-91.2% | $158,966-90.2% |
| Participation rate | 57.9% | 86.4%-28.5pp | 81.9%-24.0pp | 82.0%-24.1pp |
| Annual return | 20.52% | 188.80%-168.3pp | 151.10%-130.6pp | 302.95%-282.4pp |
| Employer contribution / active EE | $816 | $5,707-85.7% | $5,011-83.7% | $4,762-82.9% |
| Participant deferral / active EE | $4,679 | $5,955-21.4% | $5,202-10.1% | $5,983-21.8% |
| Admin fee / account holder | $141 | $17,078-99.2% | $13,986-99.0% | $11,250-98.7% |