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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 | $91 | $29,051-99.7% | $52,425-99.8% | $67,986-99.9% |
| Participation rate | 22.7% | 30.4%-7.7pp | 55.6%-32.9pp | 57.2%-34.5pp |
| Annual return | 21.38% | 24.00%-2.6pp | 302.12%-280.7pp | 31.67%-10.3pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8 | $873-99.1% | $1,790-99.6% | $3,358-99.8% |
| Admin fee / account holder | $4 | $2,113-99.8% | $2,495-99.8% | $3,203-99.9% |