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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 | $9,693 | $208,088-95.3% | $186,193-94.8% | $154,746-93.7% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 13.09% | 89.97%-76.9pp | 78.03%-64.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $980 | $7,078-86.2% | $6,513-85.0% | $6,730-85.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |