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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 | $12,374 | $149,778-91.7% | $118,946-89.6% | $158,950-92.2% |
| Participation rate | 12.5% | 82.1%-69.6pp | 75.4%-62.9pp | 82.0%-69.5pp |
| Annual return | 18.09% | 19.95%-1.9pp | 35.89%-17.8pp | 302.91%-284.8pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $518 | $5,225-90.1% | $4,266-87.9% | $5,983-91.3% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |