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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 | $29,733-96.9% | $56,025-98.3% | $80,959-98.9% |
| Participation rate | 7.1% | 41.7%-34.6pp | 52.5%-45.4pp | 67.7%-60.5pp |
| Annual return | 16.88% | 35.28%-18.4pp | 1712.69%-1695.8pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $129 | $1,229-89.5% | $1,955-93.4% | $4,300-97.0% |
| Admin fee / account holder | $157 | $2,434-93.6% | $2,828-94.5% | $6,925-97.7% |