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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 | $307 | $27,943-98.9% | $58,507-99.5% | $75,177-99.6% |
| Participation rate | 35.3% | 38.8%-3.6pp | 50.9%-15.6pp | 67.2%-31.9pp |
| Annual return | 16.35% | 44.22%-27.9pp | 4252.32%-4236.0pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3 | $1,202-99.8% | $1,922-99.9% | $4,126-99.9% |
| Admin fee / account holder | $45 | $1,727-97.4% | $2,486-98.2% | $5,651-99.2% |