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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 | $6,403 | $99,031-93.5% | $86,597-92.6% | $147,585-95.7% |
| Participation rate | 13.3% | 76.3%-63.0pp | 73.5%-60.2pp | 82.8%-69.5pp |
| Annual return | 38.51% | 1312.56%-1274.1pp | 964.96%-926.5pp | 578.57%-540.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $708 | $3,972-82.2% | $3,609-80.4% | $5,439-87.0% |
| Admin fee / account holder | $7 | $5,711-99.9% | $4,906-99.9% | $10,885-99.9% |