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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 | $2,151 | $202,440-98.9% | $169,390-98.7% | $139,466-98.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 51.85% | 532.36%-480.5pp | 406.07%-354.2pp | 373.66%-321.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,551 | $6,940-77.7% | $6,222-75.1% | $6,712-76.9% |
| Admin fee / account holder | $25 | $10,722-99.8% | $9,015-99.7% | $11,409-99.8% |