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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 | $9,139 | $150,447-93.9% | $136,298-93.3% | $147,586-93.8% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 69.65% | 1049.15%-979.5pp | 5156.27%-5086.6pp | 578.59%-508.9pp |
| Employer contribution / active EE | $780 | $5,256-85.2% | $4,696-83.4% | $4,876-84.0% |
| Participant deferral / active EE | $3,293 | $6,631-50.3% | $6,247-47.3% | $5,439-39.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |