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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 | $978 | $81,643-98.8% | $70,462-98.6% | $158,950-99.4% |
| Participation rate | 27.3% | 77.7%-50.5pp | 75.1%-47.8pp | 82.0%-54.7pp |
| Annual return | 17.68% | 208.51%-190.8pp | 109.08%-91.4pp | 302.91%-285.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $132 | $4,555-97.1% | $3,710-96.4% | $5,983-97.8% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |