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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 | $330 | $72,071-99.5% | $68,368-99.5% | $137,256-99.8% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 27.95% | 353.14%-325.2pp | 292.57%-264.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31 | $4,410-99.3% | $4,123-99.3% | $6,407-99.5% |
| Admin fee / account holder | $87 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |