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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 | $691 | $154,754-99.6% | $124,206-99.4% | $138,895-99.5% |
| Participation rate | 13.3% | 75.5%-62.1pp | 69.6%-56.2pp | 79.9%-66.6pp |
| Annual return | 14.12% | 709.28%-695.2pp | 515.27%-501.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $53 | $4,621-98.8% | $3,968-98.7% | $6,396-99.2% |
| Admin fee / account holder | $2 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |