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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 | $382 | $96,236-99.6% | $133,698-99.7% | $80,959-99.5% |
| Participation rate | 53.6% | 71.2%-17.6pp | 76.4%-22.8pp | 67.7%-14.1pp |
| Annual return | 17.94% | 28.74%-10.8pp | 580.90%-563.0pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $129 | $5,709-97.7% | $7,016-98.2% | $4,300-97.0% |
| Admin fee / account holder | $22 | $8,250-99.7% | $6,703-99.7% | $6,925-99.7% |