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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 | $956 | $69,118-98.6% | $53,647-98.2% | $138,895-99.3% |
| Participation rate | 23.8% | 64.0%-40.2pp | 56.3%-32.5pp | 79.9%-56.1pp |
| Annual return | 44.18% | 248.26%-204.1pp | 358.33%-314.2pp | 145.39%-101.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $182 | $2,274-92.0% | $1,813-89.9% | $6,396-97.1% |
| Admin fee / account holder | $83 | $2,724-97.0% | $2,460-96.6% | $12,562-99.3% |