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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 | $350 | $69,118-99.5% | $53,647-99.3% | $138,895-99.7% |
| Participation rate | 30.4% | 64.0%-33.5pp | 56.3%-25.8pp | 79.9%-49.5pp |
| Annual return | 16.72% | 248.26%-231.5pp | 358.33%-341.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $110 | $2,274-95.2% | $1,813-93.9% | $6,396-98.3% |
| Admin fee / account holder | $71 | $2,724-97.4% | $2,460-97.1% | $12,562-99.4% |