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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 | $374 | $118,919-99.7% | $88,538-99.6% | $152,885-99.8% |
| Participation rate | 57.1% | 73.4%-16.2pp | 68.7%-11.6pp | 82.5%-25.3pp |
| Annual return | 85.49% | 47.92%+37.6pp | 43.64%+41.8pp | 345.39%-259.9pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $350 | $3,549-90.1% | $2,914-88.0% | $5,851-94.0% |
| Admin fee / account holder | $14 | $5,876-99.8% | $4,310-99.7% | $11,598-99.9% |