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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 | $987 | $96,678-99.0% | $86,640-98.9% | $139,466-99.3% |
| Participation rate | 36.8% | 74.4%-37.6pp | 71.7%-34.9pp | 80.3%-43.5pp |
| Annual return | 14.50% | 106.69%-92.2pp | 592.52%-578.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15 | $4,837-99.7% | $4,438-99.7% | $6,712-99.8% |
| Admin fee / account holder | $109 | $6,410-98.3% | $5,616-98.1% | $11,409-99.0% |