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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 | $4,254 | $72,403-94.1% | $67,524-93.7% | $145,978-97.1% |
| Participation rate | 68.8% | 76.9%-8.1pp | 72.9%-4.1pp | 80.3%-11.5pp |
| Annual return | 16.42% | 7197.23%-7180.8pp | 3519.41%-3503.0pp | 550.52%-534.1pp |
| Employer contribution / active EE | $321 | $3,072-89.5% | $2,734-88.3% | $4,662-93.1% |
| Participant deferral / active EE | $990 | $4,782-79.3% | $4,001-75.3% | $6,690-85.2% |
| Admin fee / account holder | $8 | $5,541-99.8% | $4,001-99.8% | $13,400-99.9% |