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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 | $9,105 | $150,442-93.9% | $136,295-93.3% | $147,585-93.8% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 67.15% | 1049.09%-981.9pp | 5155.97%-5088.8pp | 578.56%-511.4pp |
| Employer contribution / active EE | $564 | $5,256-89.3% | $4,695-88.0% | $4,876-88.4% |
| Participant deferral / active EE | $2,318 | $6,630-65.0% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |