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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 | $735 | $72,426-99.0% | $67,560-98.9% | $145,897-99.5% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 9.59% | 7226.78%-7217.2pp | 3533.50%-3523.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $272 | $4,785-94.3% | $4,004-93.2% | $6,689-95.9% |
| Admin fee / account holder | $52 | $5,514-99.1% | $3,994-98.7% | $13,390-99.6% |