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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 | $756 | $65,555-98.8% | $86,216-99.1% | $75,173-99.0% |
| Participation rate | 13.5% | 60.5%-47.0pp | 69.0%-55.4pp | 67.2%-53.7pp |
| Annual return | 20.81% | 46.07%-25.3pp | 1169.42%-1148.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $82 | $3,023-97.3% | $3,986-97.9% | $4,126-98.0% |
| Admin fee / account holder | $101 | $5,469-98.2% | $6,853-98.5% | $5,651-98.2% |