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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 | $429 | $111,785-99.6% | $93,669-99.5% | $145,877-99.7% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | 18.78% | 203.79%-185.0pp | 133.59%-114.8pp | 551.28%-532.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20 | $4,919-99.6% | $4,416-99.6% | $6,691-99.7% |
| Admin fee / account holder | $1 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |