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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 | $644 | $96,361-99.3% | $80,607-99.2% | $139,456-99.5% |
| Participation rate | 23.8% | 73.6%-49.8pp | 67.0%-43.2pp | 80.3%-56.5pp |
| Annual return | 43.52% | 1350.95%-1307.4pp | 936.11%-892.6pp | 373.45%-329.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $162 | $5,232-96.9% | $4,448-96.4% | $6,711-97.6% |
| Admin fee / account holder | $279 | $6,601-95.8% | $5,379-94.8% | $11,407-97.6% |