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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 | $15,392 | $150,447-89.8% | $136,298-88.7% | $147,586-89.6% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 26.73% | 1049.15%-1022.4pp | 5156.27%-5129.5pp | 578.59%-551.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,477 | $6,631-32.5% | $6,247-28.3% | $5,439-17.7% |
| Admin fee / account holder | $199 | $10,906-98.2% | $9,244-97.8% | $10,886-98.2% |