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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 | $324 | $29,319-98.9% | $52,425-99.4% | $82,448-99.6% |
| Participation rate | 65.6% | 46.9%+18.8pp | 55.6%+10.0pp | 68.1%-2.4pp |
| Annual return | 43.56% | 535.20%-491.6pp | 302.12%-258.6pp | 41.64%+1.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $131 | $1,171-88.8% | $1,790-92.7% | $4,139-96.8% |
| Admin fee / account holder | $11 | $1,962-99.4% | $2,495-99.6% | $7,234-99.8% |