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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 | $651 | $100,139-99.3% | $85,187-99.2% | $145,884-99.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 9.16% | 84.15%-75.0pp | 66.67%-57.5pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $632 | $5,296-88.1% | $4,525-86.0% | $6,690-90.6% |
| Admin fee / account holder | $2 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |