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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 | $9,162 | $165,399-94.5% | $149,745-93.9% | $158,982-94.2% |
| Participation rate | 36.8% | 84.6%-47.7pp | 82.5%-45.6pp | 82.0%-45.1pp |
| Annual return | 97.07% | 348.34%-251.3pp | 276.72%-179.7pp | 302.99%-205.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,701 | $7,183-62.4% | $6,843-60.5% | $5,983-54.9% |
| Admin fee / account holder | $32 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |