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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 | $6,651 | $111,785-94.1% | $93,669-92.9% | $145,877-95.4% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.6pp |
| Annual return | 89.04% | 203.79%-114.7pp | 133.59%-44.6pp | 551.28%-462.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,846 | $4,919-42.1% | $4,416-35.6% | $6,691-57.5% |
| Admin fee / account holder | $178 | $10,256-98.3% | $8,291-97.9% | $13,402-98.7% |