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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 | $14,603 | $150,412-90.3% | $120,574-87.9% | $145,884-90.0% |
| Participation rate | 17.6% | 78.8%-61.1pp | 71.9%-54.3pp | 80.3%-62.7pp |
| Annual return | 24.50% | 154.50%-130.0pp | 107.42%-82.9pp | 551.85%-527.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $84 | $6,175-98.6% | $4,996-98.3% | $6,690-98.8% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |