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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 | $4,483 | $176,077-97.5% | $159,455-97.2% | $167,518-97.3% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 27.89% | 331.83%-303.9pp | 263.63%-235.7pp | 478.71%-450.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,355 | $7,751-56.7% | $7,353-54.4% | $6,342-47.1% |
| Admin fee / account holder | $45 | $12,556-99.6% | $10,800-99.6% | $12,312-99.6% |