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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 | $915 | $72,465-98.7% | $67,575-98.6% | $145,884-99.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 15.50% | 7222.56%-7207.1pp | 3528.98%-3513.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $372 | $4,786-92.2% | $4,003-90.7% | $6,690-94.4% |
| Admin fee / account holder | $34 | $5,515-99.4% | $3,993-99.1% | $13,392-99.7% |