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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 | $803 | $169,356-99.5% | $129,406-99.4% | $145,897-99.4% |
| Participation rate | 39.1% | 76.5%-37.4pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 16.64% | 14418.62%-14402.0pp | 9468.18%-9451.5pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $128 | $4,987-97.4% | $4,167-96.9% | $6,689-98.1% |
| Admin fee / account holder | $35 | $9,915-99.6% | $7,689-99.5% | $13,390-99.7% |