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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 | $8,119 | $175,259-95.4% | $149,723-94.6% | $139,487-94.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 46.84% | 166.82%-120.0pp | 134.50%-87.7pp | 373.84%-327.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,836 | $6,522-41.2% | $5,682-32.5% | $6,713-42.9% |
| Admin fee / account holder | $4 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |