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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 | $6,938 | $100,938-93.1% | $90,461-92.3% | $158,982-95.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 119.87% | 1727.20%-1607.3pp | 1294.76%-1174.9pp | 302.99%-183.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,221 | $4,350-25.9% | $3,964-18.7% | $5,983-46.2% |
| Admin fee / account holder | $72 | $6,510-98.9% | $5,617-98.7% | $11,252-99.4% |