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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 | $9,793 | $190,916-94.9% | $160,037-93.9% | $134,545-92.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 91.00% | 552.79%-461.8pp | 408.95%-318.0pp | 418.37%-327.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,431 | $6,925-50.5% | $6,184-44.5% | $6,401-46.4% |
| Admin fee / account holder | $28 | $10,497-99.7% | $8,716-99.7% | $11,431-99.8% |