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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 | $28,624-99.2% | $53,647-99.6% | $82,637-99.7% |
| Participation rate | 50.0% | 47.3%+2.7pp | 56.3%-6.3pp | 68.1%-18.1pp |
| Annual return | 15.53% | 664.98%-649.5pp | 358.33%-342.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3 | $1,196-99.8% | $1,813-99.9% | $4,126-99.9% |
| Admin fee / account holder | $74 | $2,022-96.3% | $2,460-97.0% | $7,339-99.0% |