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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 | $2,146 | $160,040-98.7% | $147,096-98.5% | $145,877-98.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 17.99% | 98.49%-80.5pp | 419.75%-401.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $977 | $5,289-81.5% | $4,936-80.2% | $4,663-79.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $116 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |