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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 | $310 | $91,167-99.7% | $178,498-99.8% | $79,858-99.6% |
| Participation rate | 7.0% | 69.2%-62.2pp | 81.9%-75.0pp | 69.6%-62.7pp |
| Annual return | 178.26% | 24.19%+154.1pp | 151.09%+27.2pp | 31.72%+146.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14 | $3,236-99.6% | $5,202-99.7% | $3,740-99.6% |
| Admin fee / account holder | $1 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |