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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 | $7,553 | $91,198-91.7% | $178,503-95.8% | $79,856-90.5% |
| Participation rate | 4.4% | 69.2%-64.8pp | 81.9%-77.5pp | 69.6%-65.2pp |
| Annual return | 10.95% | 24.20%-13.2pp | 151.12%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $62 | $3,237-98.1% | $5,202-98.8% | $3,741-98.4% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |