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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 | $927 | $29,667-96.9% | $56,441-98.4% | $80,874-98.9% |
| Participation rate | 7.1% | 41.7%-34.5pp | 52.5%-45.4pp | 67.6%-60.5pp |
| Annual return | 16.88% | 35.22%-18.3pp | 1704.21%-1687.3pp | 35.62%-18.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $129 | $1,227-89.5% | $1,953-93.4% | $4,297-97.0% |
| Admin fee / account holder | $157 | $2,429-93.5% | $2,829-94.5% | $6,935-97.7% |