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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 | $82 | $57,305-99.9% | $86,640-99.9% | $75,173-99.9% |
| Participation rate | 63.0% | 63.2%-0.2pp | 71.7%-8.7pp | 67.2%-4.2pp |
| Annual return | 15.34% | 2674.24%-2658.9pp | 592.52%-577.2pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15 | $3,320-99.5% | $4,438-99.7% | $4,126-99.6% |
| Admin fee / account holder | $5 | $4,116-99.9% | $5,616-99.9% | $5,651-99.9% |