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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 | $19,989 | $99,652-79.9% | $78,778-74.6% | $147,586-86.5% |
| Participation rate | 6.3% | 76.2%-70.0pp | 69.2%-62.9pp | 82.8%-76.6pp |
| Annual return | 18.12% | 47.28%-29.2pp | 35.62%-17.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $357 | $3,664-90.2% | $2,958-87.9% | $5,439-93.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |