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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 | $514 | $39,028-98.7% | $80,741-99.4% | $85,856-99.4% |
| Participation rate | 51.9% | 41.6%+10.3pp | 54.2%-2.3pp | 69.3%-17.5pp |
| Annual return | 19.72% | 26.31%-6.6pp | 87.30%-67.6pp | 318.58%-298.9pp |
| Employer contribution / active EE | $100 | $722-86.2% | $1,160-91.4% | $2,565-96.1% |
| Participant deferral / active EE | $109 | $1,326-91.8% | $2,145-94.9% | $3,952-97.2% |
| Admin fee / account holder | $7 | $2,429-99.7% | $3,380-99.8% | $6,261-99.9% |