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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 | $8,803 | $168,635-94.8% | $147,617-94.0% | $125,389-93.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 5.80% | 77.65%-71.8pp | 61.98%-56.2pp | 282.24%-276.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,805 | $5,507-49.1% | $4,895-42.7% | $5,352-47.6% |
| Admin fee / account holder | $2 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |