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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 | $31,105-99.7% | $53,647-99.8% | $64,097-99.9% |
| Participation rate | 22.7% | 30.7%-8.0pp | 56.3%-33.6pp | 55.2%-32.5pp |
| Annual return | 21.38% | 22.54%-1.2pp | 358.33%-337.0pp | 34.64%-13.3pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8 | $896-99.1% | $1,813-99.6% | $3,080-99.7% |
| Admin fee / account holder | $4 | $2,195-99.8% | $2,460-99.8% | $3,454-99.9% |