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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 | $11,051 | $150,447-92.7% | $136,298-91.9% | $147,586-92.5% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 105.88% | 1049.15%-943.3pp | 5156.27%-5050.4pp | 578.59%-472.7pp |
| Employer contribution / active EE | $296 | $5,256-94.4% | $4,696-93.7% | $4,876-93.9% |
| Participant deferral / active EE | $3,949 | $6,631-40.4% | $6,247-36.8% | $5,439-27.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |