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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 | $237 | $65,566-99.6% | $86,235-99.7% | $75,177-99.7% |
| Participation rate | 7.1% | 60.5%-53.3pp | 69.0%-61.8pp | 67.2%-60.1pp |
| Annual return | 17.71% | 46.07%-28.4pp | 1170.03%-1152.3pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |