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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 | $326 | $61,755-99.5% | $97,161-99.7% | $80,911-99.6% |
| Participation rate | 24.2% | 63.5%-39.3pp | 72.7%-48.5pp | 67.6%-43.5pp |
| Annual return | 429.76% | -557.90%+987.7pp | 75.36%+354.4pp | 35.63%+394.1pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $72 | $3,026-97.6% | $4,265-98.3% | $4,297-98.3% |
| Admin fee / account holder | $3 | $5,166-99.9% | $5,647-99.9% | $6,935-100.0% |