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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 | $603 | $81,643-99.3% | $70,462-99.1% | $158,950-99.6% |
| Participation rate | 6.7% | 77.7%-71.1pp | 75.1%-68.4pp | 82.0%-75.3pp |
| Annual return | 19.55% | 208.51%-189.0pp | 109.08%-89.5pp | 302.91%-283.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8 | $4,555-99.8% | $3,710-99.8% | $5,983-99.9% |
| Admin fee / account holder | $2 | $6,194-100.0% | $3,845-99.9% | $11,248-100.0% |