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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 | $9,728 | $171,867-94.3% | $149,721-93.5% | $147,586-93.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 19.48% | 2113.36%-2093.9pp | 1501.67%-1482.2pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,650 | $7,270-63.6% | $6,568-59.7% | $5,439-51.3% |
| Admin fee / account holder | $158 | $13,799-98.9% | $11,282-98.6% | $10,886-98.5% |