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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 | $8,902 | $108,897-91.8% | $100,378-91.1% | $145,877-93.9% |
| Participation rate | 14.3% | 83.0%-68.7pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 13.84% | 58.17%-44.3pp | 49.41%-35.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $80 | $8,455-99.1% | $8,087-99.0% | $6,691-98.8% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |