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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 | $7,563 | $144,130-94.8% | $117,861-93.6% | $147,586-94.9% |
| Participation rate | 28.6% | 83.4%-54.9pp | 79.7%-51.1pp | 82.8%-54.3pp |
| Annual return | 18.15% | 531.20%-513.0pp | 335.11%-317.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,054 | $5,316-80.2% | $4,482-76.5% | $5,439-80.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |