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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 | $248 | $72,071-99.7% | $68,368-99.6% | $137,256-99.8% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.0%-22.1pp |
| Annual return | 31.11% | 353.14%-322.0pp | 292.57%-261.5pp | 220.34%-189.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $63 | $4,410-98.6% | $4,123-98.5% | $6,407-99.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |