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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 | $954 | $111,785-99.1% | $93,669-99.0% | $145,877-99.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 19.16% | 203.79%-184.6pp | 133.59%-114.4pp | 551.28%-532.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $372 | $4,919-92.4% | $4,416-91.6% | $6,691-94.4% |
| Admin fee / account holder | $24 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |