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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 | $162,529-97.0% | $130,788-96.2% | $154,746-96.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 21.65% | 510.48%-488.8pp | 386.44%-364.8pp | 172.34%-150.7pp |
| Employer contribution / active EE | $9 | $4,447-99.8% | $3,558-99.8% | $4,379-99.8% |
| Participant deferral / active EE | $920 | $4,808-80.9% | $4,137-77.8% | $6,730-86.3% |
| Admin fee / account holder | $35 | $7,669-99.5% | $6,673-99.5% | $14,365-99.8% |