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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 | $7,296 | $226,090-96.8% | $182,531-96.0% | $152,885-95.2% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.5%-42.5pp |
| Annual return | 8.36% | 192.57%-184.2pp | 148.57%-140.2pp | 345.39%-337.0pp |
| Employer contribution / active EE | $58 | $4,978-98.8% | $4,075-98.6% | $4,763-98.8% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $116 | $10,705-98.9% | $8,593-98.6% | $11,598-99.0% |