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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 | $826 | $72,396-98.9% | $67,511-98.8% | $145,959-99.4% |
| Participation rate | 38.5% | 76.9%-38.4pp | 72.9%-34.4pp | 80.3%-41.8pp |
| Annual return | 13.61% | 7194.07%-7180.5pp | 3517.41%-3503.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15 | $4,781-99.7% | $4,000-99.6% | $6,689-99.8% |
| Admin fee / account holder | $4 | $5,538-99.9% | $3,999-99.9% | $13,398-100.0% |