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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 | $16,790 | $171,867-90.2% | $149,718-88.8% | $147,585-88.6% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 18.04% | 2113.36%-2095.3pp | 1501.70%-1483.7pp | 578.57%-560.5pp |
| Employer contribution / active EE | $1,237 | $6,275-80.3% | $5,444-77.3% | $4,876-74.6% |
| Participant deferral / active EE | $6,700 | $7,270-7.8% | $6,568+2.0% | $5,439+23.2% |
| Admin fee / account holder | $75 | $13,799-99.5% | $11,283-99.3% | $10,885-99.3% |