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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 | $5,149 | $165,361-96.9% | $149,715-96.6% | $158,950-96.8% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 15.30% | 348.24%-332.9pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,062 | $7,182-43.4% | $6,842-40.6% | $5,983-32.1% |
| Admin fee / account holder | $13 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |