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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 | $900 | $118,496-99.2% | $98,461-99.1% | $139,466-99.4% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 54.68% | 18.96%+35.7pp | 21.17%+33.5pp | 373.66%-319.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $720 | $5,393-86.6% | $4,738-84.8% | $6,712-89.3% |
| Admin fee / account holder | $223 | $14,056-98.4% | $8,961-97.5% | $11,409-98.0% |