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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 | $5,481 | $180,749-97.0% | $160,784-96.6% | $137,256-96.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 20.99% | 2234.46%-2213.5pp | 1803.92%-1782.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,168 | $6,844-82.9% | $6,293-81.4% | $6,407-81.8% |
| Admin fee / account holder | $115 | $10,397-98.9% | $9,717-98.8% | $12,270-99.1% |