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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 | $6,645 | $165,361-96.0% | $149,715-95.6% | $158,950-95.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 3008.23% | 348.24%+2660.0pp | 276.66%+2731.6pp | 302.91%+2705.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,621 | $7,182-49.6% | $6,842-47.1% | $5,983-39.5% |
| Admin fee / account holder | $179 | $10,808-98.3% | $9,310-98.1% | $11,248-98.4% |