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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 | $13,839 | $76,696-82.0% | $96,515-85.7% | $71,511-80.6% |
| Participation rate | 13.4% | 66.6%-53.1pp | 74.3%-60.9pp | 67.9%-54.5pp |
| Annual return | 538.70% | 48.32%+490.4pp | 35.73%+503.0pp | 28.86%+509.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $914 | $3,770-75.8% | $4,880-81.3% | $4,291-78.7% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |