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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 | $102,422-99.2% | $147,117-99.4% | $80,959-99.0% |
| Participation rate | 6.9% | 75.9%-69.0pp | 82.2%-75.3pp | 67.7%-60.8pp |
| Annual return | 17.22% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $23 | $6,652-99.7% | $8,065-99.7% | $4,300-99.5% |
| Admin fee / account holder | $3 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |