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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 | $872 | $102,422-99.1% | $147,117-99.4% | $80,959-98.9% |
| Participation rate | 15.7% | 75.9%-60.2pp | 82.2%-66.5pp | 67.7%-52.0pp |
| Annual return | 19.76% | 135.16%-115.4pp | 420.54%-400.8pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $86 | $6,652-98.7% | $8,065-98.9% | $4,300-98.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |