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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 | $11,709 | $99,009-88.2% | $86,581-86.5% | $147,585-92.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.31% | 1312.70%-1297.4pp | 965.06%-949.7pp | 578.58%-563.3pp |
| Employer contribution / active EE | $12 | $3,132-99.6% | $2,840-99.6% | $4,876-99.8% |
| Participant deferral / active EE | $1,428 | $3,972-64.1% | $3,609-60.4% | $5,439-73.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |