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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 | $9,309 | $142,430-93.5% | $115,170-91.9% | $152,897-93.9% |
| Participation rate | 10.0% | 82.4%-72.4pp | 75.9%-65.9pp | 82.5%-72.5pp |
| Annual return | 27.58% | 41.48%-13.9pp | 35.60%-8.0pp | 345.43%-317.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $430 | $5,165-91.7% | $4,169-89.7% | $5,851-92.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |