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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 | $11,720 | $176,688-93.4% | $130,660-91.0% | $152,909-92.3% |
| Participation rate | 41.7% | 79.0%-37.3pp | 71.7%-30.1pp | 82.5%-40.8pp |
| Annual return | 29.34% | 2693.08%-2663.7pp | 1709.29%-1680.0pp | 345.46%-316.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,000 | $4,362-31.2% | $3,603-16.8% | $5,851-48.7% |
| Admin fee / account holder | $38 | $7,131-99.5% | $5,463-99.3% | $11,601-99.7% |