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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 | $4,911 | $154,754-96.8% | $124,206-96.0% | $138,895-96.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 21.65% | 709.28%-687.6pp | 515.27%-493.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $9 | $4,446-99.8% | $3,540-99.8% | $4,194-99.8% |
| Participant deferral / active EE | $920 | $4,621-80.1% | $3,968-76.8% | $6,396-85.6% |
| Admin fee / account holder | $35 | $6,690-99.5% | $5,929-99.4% | $12,562-99.7% |