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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 | $420 | $29,319-98.6% | $52,425-99.2% | $82,448-99.5% |
| Participation rate | 29.7% | 46.9%-17.1pp | 55.6%-25.9pp | 68.1%-38.3pp |
| Annual return | 36.46% | 535.20%-498.7pp | 302.12%-265.7pp | 41.64%-5.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $94 | $1,171-91.9% | $1,790-94.7% | $4,139-97.7% |
| Admin fee / account holder | $1 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |