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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 | $13,222 | $150,447-91.2% | $136,298-90.3% | $147,586-91.0% |
| Participation rate | 18.8% | 84.4%-65.7pp | 81.9%-63.2pp | 82.8%-64.1pp |
| Annual return | 51.63% | 1049.15%-997.5pp | 5156.27%-5104.6pp | 578.59%-527.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,613 | $6,631-60.6% | $6,247-58.2% | $5,439-52.0% |
| Admin fee / account holder | $94 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |