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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 | $799 | $107,368-99.3% | $92,915-99.1% | $152,909-99.5% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 43.00% | 145.64%-102.6pp | 109.45%-66.4pp | 345.46%-302.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $73 | $4,848-98.5% | $4,238-98.3% | $5,851-98.7% |
| Admin fee / account holder | $3 | $7,082-100.0% | $5,796-99.9% | $11,601-100.0% |