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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 | $23,098 | $150,446-84.6% | $136,297-83.1% | $147,585-84.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 56.54% | 1049.14%-992.6pp | 5156.19%-5099.7pp | 578.58%-522.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,954 | $6,631-25.3% | $6,247-20.7% | $5,439-8.9% |
| Admin fee / account holder | $22 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |