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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 | $17,101 | $93,345-81.7% | $119,126-85.6% | $87,485-80.5% |
| Participation rate | 9.8% | 68.7%-59.0pp | 75.8%-66.0pp | 68.9%-59.2pp |
| Annual return | 17.54% | 19.08%-1.5pp | 282.11%-264.6pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $451 | $4,099-89.0% | $5,318-91.5% | $4,274-89.5% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |