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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 | $548 | $27,943-98.0% | $58,507-99.1% | $75,177-99.3% |
| Participation rate | 45.0% | 38.8%+6.2pp | 50.9%-5.9pp | 67.2%-22.2pp |
| Annual return | 16.07% | 44.22%-28.2pp | 4252.32%-4236.3pp | 160.75%-144.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13 | $1,202-98.9% | $1,922-99.3% | $4,126-99.7% |
| Admin fee / account holder | $57 | $1,727-96.7% | $2,486-97.7% | $5,651-99.0% |