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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 | $230 | $29,319-99.2% | $52,425-99.6% | $82,448-99.7% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 15.53% | 535.20%-519.7pp | 302.12%-286.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3 | $1,171-99.8% | $1,790-99.9% | $4,139-99.9% |
| Admin fee / account holder | $74 | $1,962-96.2% | $2,495-97.0% | $7,234-99.0% |