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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 | $10,086 | $150,447-93.3% | $136,298-92.6% | $147,586-93.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 39.71% | 1049.15%-1009.4pp | 5156.27%-5116.6pp | 578.59%-538.9pp |
| Employer contribution / active EE | $842 | $5,256-84.0% | $4,696-82.1% | $4,876-82.7% |
| Participant deferral / active EE | $2,799 | $6,631-57.8% | $6,247-55.2% | $5,439-48.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |