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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 | $5,542 | $96,678-94.3% | $86,640-93.6% | $139,466-96.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 61.43% | 106.69%-45.3pp | 592.52%-531.1pp | 373.66%-312.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,406 | $4,837-50.3% | $4,438-45.8% | $6,712-64.2% |
| Admin fee / account holder | $27 | $6,410-99.6% | $5,616-99.5% | $11,409-99.8% |