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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 | $405 | $105,145-99.6% | $94,664-99.6% | $139,466-99.7% |
| Participation rate | 55.6% | 82.4%-26.8pp | 80.8%-25.3pp | 80.3%-24.8pp |
| Annual return | 88.48% | 38.09%+50.4pp | 156.84%-68.4pp | 373.66%-285.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $168 | $7,599-97.8% | $7,417-97.7% | $6,712-97.5% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |