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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 | $422 | $102,385-99.6% | $147,080-99.7% | $80,935-99.5% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 13.47% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $81 | $6,651-98.8% | $8,066-99.0% | $4,299-98.1% |
| Admin fee / account holder | $69 | $7,951-99.1% | $12,989-99.5% | $6,924-99.0% |