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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 | $467 | $72,446-99.4% | $67,561-99.3% | $145,877-99.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 9.29% | 7211.98%-7202.7pp | 3525.44%-3516.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $251 | $4,785-94.8% | $4,003-93.7% | $6,691-96.3% |
| Admin fee / account holder | $68 | $5,541-98.8% | $4,006-98.3% | $13,402-99.5% |