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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 | $7,912 | $198,457-96.0% | $170,435-95.4% | $147,586-94.6% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 98.39% | 257.30%-158.9pp | 205.94%-107.6pp | 578.59%-480.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,525 | $5,629-37.4% | $4,939-28.6% | $5,439-35.2% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |