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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 | $1,472 | $27,936-94.7% | $58,561-97.5% | $75,173-98.0% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.4pp | 67.2%-47.7pp |
| Annual return | 18.27% | 44.21%-25.9pp | 4251.33%-4233.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $113 | $670-83.1% | $1,053-89.3% | $2,671-95.8% |
| Participant deferral / active EE | $194 | $1,202-83.9% | $1,923-89.9% | $4,126-95.3% |
| Admin fee / account holder | $211 | $1,727-87.8% | $2,520-91.6% | $5,651-96.3% |