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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 | $6,829 | $232,540-97.1% | $185,117-96.3% | $147,586-95.4% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 2066.15% | 43.03%+2023.1pp | 40.50%+2025.6pp | 578.59%+1487.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,583 | $5,834-72.9% | $5,045-68.6% | $5,439-70.9% |
| Admin fee / account holder | $1 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |