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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 | $7,777 | $112,131-93.1% | $95,964-91.9% | $158,982-95.1% |
| Participation rate | 13.0% | 79.0%-65.9pp | 77.1%-64.0pp | 82.0%-68.9pp |
| Annual return | 12.51% | 171.19%-158.7pp | 91.64%-79.1pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $375 | $4,784-92.2% | $4,167-91.0% | $5,983-93.7% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |