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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 | $9,534 | $105,145-90.9% | $94,664-89.9% | $139,466-93.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 58.70% | 38.09%+20.6pp | 156.84%-98.1pp | 373.66%-315.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,366 | $7,599-29.4% | $7,417-27.7% | $6,712-20.0% |
| Admin fee / account holder | $15 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |