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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 | $404 | $121,677-99.7% | $104,625-99.6% | $158,966-99.7% |
| Participation rate | 45.5% | 77.5%-32.1pp | 74.1%-28.6pp | 82.0%-36.5pp |
| Annual return | 389.58% | 465.58%-76.0pp | 340.60%+49.0pp | 302.95%+86.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $189 | $4,175-95.5% | $3,738-95.0% | $5,983-96.8% |
| Admin fee / account holder | $1 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |