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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 | $243 | $29,736-99.2% | $56,033-99.6% | $80,935-99.7% |
| Participation rate | 54.8% | 41.7%+13.1pp | 52.5%+2.3pp | 67.7%-12.9pp |
| Annual return | 10.99% | 35.28%-24.3pp | 1711.38%-1700.4pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16 | $1,228-98.7% | $1,954-99.2% | $4,299-99.6% |
| Admin fee / account holder | $12 | $2,434-99.5% | $2,827-99.6% | $6,924-99.8% |