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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 | $514 | $76,608-99.3% | $56,077-99.1% | $145,877-99.6% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | 15.96% | 3009.59%-2993.6pp | 1709.28%-1693.3pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $103 | $2,624-96.1% | $1,954-94.7% | $6,691-98.5% |
| Admin fee / account holder | $15 | $3,325-99.5% | $2,825-99.5% | $13,402-99.9% |