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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 | $77 | $100,139-99.9% | $85,187-99.9% | $145,884-99.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 9.40% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21 | $5,296-99.6% | $4,525-99.5% | $6,690-99.7% |
| Admin fee / account holder | $3 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |