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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 | $957 | $29,319-96.7% | $52,425-98.2% | $82,448-98.8% |
| Participation rate | 69.2% | 46.9%+22.4pp | 55.6%+13.6pp | 68.1%+1.2pp |
| Annual return | 19.62% | 535.20%-515.6pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $137 | $586-76.7% | $914-85.0% | $2,551-94.6% |
| Participant deferral / active EE | $174 | $1,171-85.1% | $1,790-90.3% | $4,139-95.8% |
| Admin fee / account holder | $5 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |