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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 | $5,020 | $156,927-96.8% | $121,169-95.9% | $139,456-96.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 32.01% | 1475.85%-1443.8pp | 986.71%-954.7pp | 373.45%-341.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,155 | $4,848-55.5% | $4,083-47.2% | $6,711-67.9% |
| Admin fee / account holder | $11 | $6,946-99.8% | $5,645-99.8% | $11,407-99.9% |