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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 | $396 | $58,241-99.3% | $81,780-99.5% | $80,911-99.5% |
| Participation rate | 13.6% | 63.4%-49.8pp | 72.4%-58.7pp | 67.6%-54.0pp |
| Annual return | 69.50% | 41.73%+27.8pp | 776.27%-706.8pp | 35.63%+33.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $46 | $3,283-98.6% | $4,321-98.9% | $4,297-98.9% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |