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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 | $4,835 | $226,090-97.9% | $182,531-97.4% | $152,885-96.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 51.37% | 192.57%-141.2pp | 148.57%-97.2pp | 345.39%-294.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,588 | $6,369-59.4% | $5,525-53.2% | $5,851-55.8% |
| Admin fee / account holder | $154 | $10,705-98.6% | $8,593-98.2% | $11,598-98.7% |