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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 | $973 | $76,522-98.7% | $56,033-98.3% | $145,884-99.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 14.77% | 3014.28%-2999.5pp | 1711.38%-1696.6pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $190 | $2,624-92.7% | $1,954-90.3% | $6,690-97.2% |
| Admin fee / account holder | $148 | $3,328-95.6% | $2,827-94.8% | $13,392-98.9% |