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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 | $3,810 | $169,356-97.8% | $129,406-97.1% | $145,897-97.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 17.95% | 14418.62%-14400.7pp | 9468.18%-9450.2pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,550 | $4,987-48.9% | $4,167-38.8% | $6,689-61.9% |
| Admin fee / account holder | $14 | $9,915-99.9% | $7,689-99.8% | $13,390-99.9% |