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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 | $641 | $90,530-99.3% | $76,030-99.2% | $145,897-99.6% |
| Participation rate | 54.5% | 74.4%-19.9pp | 69.1%-14.5pp | 80.3%-25.8pp |
| Annual return | 9.29% | 625.08%-615.8pp | 361.54%-352.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $49 | $5,164-99.0% | $4,257-98.8% | $6,689-99.3% |
| Admin fee / account holder | $110 | $8,383-98.7% | $6,421-98.3% | $13,390-99.2% |