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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 | $15,078 | $183,516-91.8% | $155,534-90.3% | $145,884-89.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 12.31% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $579 | $5,315-89.1% | $4,675-87.6% | $4,662-87.6% |
| Participant deferral / active EE | $2,759 | $6,467-57.3% | $5,630-51.0% | $6,690-58.8% |
| Admin fee / account holder | $206 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |