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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 | $8,564 | $176,688-95.2% | $130,660-93.4% | $152,897-94.4% |
| Participation rate | 53.3% | 79.0%-25.6pp | 71.7%-18.4pp | 82.5%-29.1pp |
| Annual return | 511.71% | 2693.08%-2181.4pp | 1709.29%-1197.6pp | 345.43%+166.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,712 | $4,362+8.0% | $3,603+30.8% | $5,851-19.5% |
| Admin fee / account holder | $44 | $7,131-99.4% | $5,463-99.2% | $11,599-99.6% |