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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 | $169,161-99.5% | $129,295-99.4% | $145,959-99.4% |
| Participation rate | 39.1% | 76.5%-37.3pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 16.64% | 14348.07%-14331.4pp | 9429.28%-9412.6pp | 561.95%-545.3pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $128 | $4,989-97.4% | $4,169-96.9% | $6,689-98.1% |
| Admin fee / account holder | $35 | $9,878-99.6% | $7,665-99.5% | $13,398-99.7% |