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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 | $225 | $58,241-99.6% | $81,780-99.7% | $80,911-99.7% |
| Participation rate | 47.6% | 63.4%-15.8pp | 72.4%-24.7pp | 67.6%-20.0pp |
| Annual return | 29.36% | 41.73%-12.4pp | 776.27%-746.9pp | 35.63%-6.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $86 | $3,283-97.4% | $4,321-98.0% | $4,297-98.0% |
| Admin fee / account holder | $5 | $4,973-99.9% | $7,384-99.9% | $6,935-99.9% |