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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 | $917 | $29,319-96.9% | $52,425-98.2% | $82,448-98.9% |
| Participation rate | 58.6% | 46.9%+11.8pp | 55.6%+3.0pp | 68.1%-9.4pp |
| Annual return | 30.09% | 535.20%-505.1pp | 302.12%-272.0pp | 41.64%-11.6pp |
| Employer contribution / active EE | $140 | $586-76.1% | $914-84.7% | $2,551-94.5% |
| Participant deferral / active EE | $212 | $1,171-81.9% | $1,790-88.2% | $4,139-94.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |