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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 | $441 | $70,366-99.4% | $66,674-99.3% | $138,895-99.7% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.7%-43.7pp | 79.9%-49.9pp |
| Annual return | 18.85% | 386.41%-367.6pp | 321.24%-302.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $21 | $4,374-99.5% | $4,084-99.5% | $6,396-99.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |