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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 | $9,815 | $129,960-92.4% | $104,299-90.6% | $134,545-92.7% |
| Participation rate | 15.4% | 79.5%-64.2pp | 73.3%-57.9pp | 81.2%-65.8pp |
| Annual return | 0.45% | 42.06%-41.6pp | 24.62%-24.2pp | 418.37%-417.9pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $715 | $5,589-87.2% | $4,626-84.5% | $6,401-88.8% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |