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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 | $623 | $29,670-97.9% | $56,054-98.9% | $80,911-99.2% |
| Participation rate | 3.2% | 41.7%-38.5pp | 52.5%-49.3pp | 67.6%-64.5pp |
| Annual return | 14.46% | 35.24%-20.8pp | 1705.95%-1691.5pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3 | $1,227-99.8% | $1,952-99.9% | $4,297-99.9% |
| Admin fee / account holder | $3 | $2,431-99.9% | $2,822-99.9% | $6,935-100.0% |