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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 | $8,610 | $85,766-90.0% | $136,298-93.7% | $70,126-87.7% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 1272.80% | 31.46%+1241.3pp | 5156.27%-3883.5pp | 73.15%+1199.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,295 | $5,051-34.8% | $6,247-47.3% | $3,332-1.1% |
| Admin fee / account holder | $99 | $5,421-98.2% | $9,244-98.9% | $4,645-97.9% |