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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 | $190 | $105,145-99.8% | $94,664-99.8% | $139,466-99.9% |
| Participation rate | 58.8% | 82.4%-23.5pp | 80.8%-22.0pp | 80.3%-21.5pp |
| Annual return | 240.00% | 38.09%+201.9pp | 156.84%+83.2pp | 373.66%-133.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $136 | $7,599-98.2% | $7,417-98.2% | $6,712-98.0% |
| Admin fee / account holder | $9 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |