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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 | $527 | $102,663-99.5% | $86,216-99.4% | $139,466-99.6% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 17.78% | 1924.52%-1906.7pp | 1169.42%-1151.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $394 | $4,677-91.6% | $3,986-90.1% | $6,712-94.1% |
| Admin fee / account holder | $55 | $8,663-99.4% | $6,853-99.2% | $11,409-99.5% |