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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 | $14,080 | $209,874-93.3% | $189,537-92.6% | $167,536-91.6% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 52.85% | 748.61%-695.8pp | 555.34%-502.5pp | 478.82%-426.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,018 | $8,934-21.4% | $8,220-14.6% | $6,342+10.7% |
| Admin fee / account holder | $9 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |