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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 | $10,169 | $144,130-92.9% | $117,861-91.4% | $147,586-93.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 424.17% | 531.20%-107.0pp | 335.11%+89.1pp | 578.59%-154.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,875 | $5,316-8.3% | $4,482+8.8% | $5,439-10.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |