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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 | $3,525 | $100,279-96.5% | $81,353-95.7% | $145,884-97.6% |
| Participation rate | 13.3% | 74.3%-60.9pp | 69.5%-56.2pp | 80.3%-67.0pp |
| Annual return | 15.42% | 34.49%-19.1pp | 24.82%-9.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $147 | $4,611-96.8% | $3,885-96.2% | $6,690-97.8% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |