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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 | $4,973 | $102,595-95.2% | $94,057-94.7% | $154,746-96.8% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 80.7%-15.5pp |
| Annual return | 44.13% | 583.42%-539.3pp | 480.62%-436.5pp | 172.34%-128.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,888 | $5,118-63.1% | $4,709-59.9% | $6,730-71.9% |
| Admin fee / account holder | $70 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |