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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 | $418 | $102,663-99.6% | $86,216-99.5% | $139,466-99.7% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 22.12% | 1924.52%-1902.4pp | 1169.42%-1147.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $383 | $4,677-91.8% | $3,986-90.4% | $6,712-94.3% |
| Admin fee / account holder | $92 | $8,663-98.9% | $6,853-98.7% | $11,409-99.2% |