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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 | $280 | $64,705-99.6% | $62,929-99.6% | $67,986-99.6% |
| Participation rate | 31.8% | 65.6%-33.8pp | 73.1%-41.3pp | 57.2%-25.4pp |
| Annual return | 16.78% | 20.31%-3.5pp | 1063.93%-1047.1pp | 31.67%-14.9pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $68 | $3,198-97.9% | $3,888-98.3% | $3,358-98.0% |
| Admin fee / account holder | $201 | $1,428-85.9% | $5,065-96.0% | $3,203-93.7% |