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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 | $817 | $102,382-99.2% | $147,005-99.4% | $80,874-99.0% |
| Participation rate | 6.9% | 75.8%-69.0pp | 82.2%-75.3pp | 67.6%-60.8pp |
| Annual return | 17.22% | 134.89%-117.7pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $23 | $6,646-99.7% | $8,070-99.7% | $4,297-99.5% |
| Admin fee / account holder | $3 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |