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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 | $901 | $69,118-98.7% | $53,647-98.3% | $138,895-99.4% |
| Participation rate | 10.0% | 64.0%-54.0pp | 56.3%-46.3pp | 79.9%-69.9pp |
| Annual return | 19.21% | 248.26%-229.1pp | 358.33%-339.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15 | $2,274-99.3% | $1,813-99.2% | $6,396-99.8% |
| Admin fee / account holder | $3 | $2,724-99.9% | $2,460-99.9% | $12,562-100.0% |