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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 | $4,182 | $159,978-97.4% | $147,041-97.2% | $145,978-97.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.89% | 98.36%-88.5pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,894 | $8,429-53.8% | $8,071-51.8% | $6,690-41.8% |
| Admin fee / account holder | $74 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |