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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 | $28,624-98.9% | $53,647-99.4% | $82,637-99.6% |
| Participation rate | 65.6% | 47.3%+18.4pp | 56.3%+9.3pp | 68.1%-2.4pp |
| Annual return | 43.56% | 664.98%-621.4pp | 358.33%-314.8pp | 53.51%-10.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $131 | $1,196-89.0% | $1,813-92.8% | $4,126-96.8% |
| Admin fee / account holder | $11 | $2,022-99.4% | $2,460-99.5% | $7,339-99.8% |