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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 | $169,336-97.8% | $129,384-97.1% | $145,884-97.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 17.95% | 14408.70%-14390.8pp | 9461.77%-9443.8pp | 551.85%-533.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,550 | $4,985-48.9% | $4,166-38.8% | $6,690-61.9% |
| Admin fee / account holder | $14 | $9,912-99.9% | $7,686-99.8% | $13,392-99.9% |