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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 | $112 | $37,446-99.7% | $77,552-99.9% | $79,856-99.9% |
| Participation rate | 48.4% | 41.5%+6.9pp | 54.2%-5.8pp | 69.6%-21.3pp |
| Annual return | 224.49% | 39.76%+184.7pp | 54.82%+169.7pp | 31.71%+192.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $126 | $1,261-90.0% | $1,861-93.2% | $3,741-96.6% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |