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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 | $969 | $112,915-99.1% | $90,965-98.9% | $158,950-99.4% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 337.12% | 215.75%+121.4pp | 134.57%+202.6pp | 302.91%+34.2pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $703 | $4,128-83.0% | $3,373-79.1% | $5,983-88.2% |
| Admin fee / account holder | $2 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |