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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 | $598 | $29,733-98.0% | $56,025-98.9% | $80,959-99.3% |
| Participation rate | 43.1% | 41.7%+1.3pp | 52.5%-9.5pp | 67.7%-24.6pp |
| Annual return | 16.33% | 35.28%-19.0pp | 1712.69%-1696.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $86 | $1,229-93.0% | $1,955-95.6% | $4,300-98.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |