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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 | $14,341 | $176,077-91.9% | $159,455-91.0% | $167,518-91.4% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 148.22% | 331.83%-183.6pp | 263.63%-115.4pp | 478.71%-330.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,963 | $7,751-61.8% | $7,353-59.7% | $6,342-53.3% |
| Admin fee / account holder | $99 | $12,556-99.2% | $10,800-99.1% | $12,312-99.2% |