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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 | $356 | $68,412-99.5% | $94,679-99.6% | $75,181-99.5% |
| Participation rate | 29.6% | 76.1%-46.4pp | 80.8%-51.2pp | 67.2%-37.6pp |
| Annual return | 64.62% | 616.91%-552.3pp | 156.75%-92.1pp | 160.69%-96.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $76 | $6,537-98.8% | $7,417-99.0% | $4,126-98.2% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,233-100.0% | $5,650-100.0% |