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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 | $963 | $49,199-98.0% | $121,204-99.2% | $75,173-98.7% |
| Participation rate | 5.7% | 55.4%-49.7pp | 69.5%-63.8pp | 67.2%-61.5pp |
| Annual return | 59.29% | 56.04%+3.2pp | 987.18%-927.9pp | 160.72%-101.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $40 | $2,630-98.5% | $4,083-99.0% | $4,126-99.0% |
| Admin fee / account holder | $3 | $3,946-99.9% | $5,651-100.0% | $5,651-100.0% |