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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 | $12,734 | $99,652-87.2% | $78,778-83.8% | $147,586-91.4% |
| Participation rate | 35.7% | 76.2%-40.5pp | 69.2%-33.5pp | 82.8%-47.1pp |
| Annual return | 3335.06% | 47.28%+3287.8pp | 35.62%+3299.4pp | 578.59%+2756.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,989 | $3,664+63.5% | $2,958+102.4% | $5,439+10.1% |
| Admin fee / account holder | $12 | $7,155-99.8% | $5,134-99.8% | $10,886-99.9% |