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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 | $420 | $96,691-99.6% | $86,656-99.5% | $139,487-99.7% |
| Participation rate | 36.4% | 74.4%-38.1pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 35.18% | 106.87%-71.7pp | 593.09%-557.9pp | 373.84%-338.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $199 | $4,838-95.9% | $4,439-95.5% | $6,713-97.0% |
| Admin fee / account holder | $1 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |