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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 | $319 | $29,319-98.9% | $52,425-99.4% | $82,448-99.6% |
| Participation rate | 28.6% | 46.9%-18.3pp | 55.6%-27.1pp | 68.1%-39.5pp |
| Annual return | 24.70% | 535.20%-510.5pp | 302.12%-277.4pp | 41.64%-16.9pp |
| Employer contribution / active EE | $98 | $586-83.3% | $914-89.3% | $2,551-96.2% |
| Participant deferral / active EE | $101 | $1,171-91.4% | $1,790-94.4% | $4,139-97.6% |
| Admin fee / account holder | $15 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |