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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 | $9,365 | $98,240-90.5% | $82,312-88.6% | $147,586-93.7% |
| Participation rate | 35.0% | 79.7%-44.7pp | 76.9%-41.9pp | 82.8%-47.8pp |
| Annual return | 23.35% | 30.85%-7.5pp | 25.88%-2.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $836 | $4,383-80.9% | $3,706-77.4% | $5,439-84.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |