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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 | $289 | $70,121-99.6% | $63,803-99.5% | $138,895-99.8% |
| Participation rate | 58.8% | 77.2%-18.4pp | 72.7%-13.9pp | 79.9%-21.1pp |
| Annual return | 18.21% | 946.48%-928.3pp | 543.72%-525.5pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $62 | $4,535-98.6% | $3,843-98.4% | $6,396-99.0% |
| Admin fee / account holder | $109 | $6,738-98.4% | $5,196-97.9% | $12,562-99.1% |