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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $9,870 | $98,240-90.0% | $82,312-88.0% | $147,586-93.3% |
| Participation rate | 16.7% | 79.7%-63.1pp | 76.9%-60.2pp | 82.8%-66.2pp |
| Annual return | 27.50% | 30.85%-3.4pp | 25.88%+1.6pp | 578.59%-551.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10 | $4,383-99.8% | $3,706-99.7% | $5,439-99.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |