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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 | $562 | $96,388-99.4% | $80,627-99.3% | $139,466-99.6% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | 26.17% | 1352.08%-1325.9pp | 936.76%-910.6pp | 373.66%-347.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $61 | $5,224-98.8% | $4,443-98.6% | $6,712-99.1% |
| Admin fee / account holder | $2 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |