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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 | $452 | $110,039-99.6% | $97,260-99.5% | $145,884-99.7% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 16.96% | 244.44%-227.5pp | 75.54%-58.6pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $156 | $4,674-96.7% | $4,262-96.3% | $6,690-97.7% |
| Admin fee / account holder | $23 | $6,204-99.6% | $5,640-99.6% | $13,392-99.8% |