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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 | $522 | $76,519-99.3% | $56,025-99.1% | $145,897-99.6% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | 7.13% | 3017.03%-3009.9pp | 1712.69%-1705.6pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $148 | $2,624-94.3% | $1,955-92.4% | $6,689-97.8% |
| Admin fee / account holder | $100 | $3,331-97.0% | $2,828-96.5% | $13,390-99.3% |