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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 | $204 | $100,139-99.8% | $85,187-99.8% | $145,884-99.9% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.5pp | 80.3%-33.2pp |
| Annual return | 14.23% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $96 | $5,296-98.2% | $4,525-97.9% | $6,690-98.6% |
| Admin fee / account holder | $3 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |