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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 | $80 | $47,105-99.8% | $68,368-99.9% | $67,986-99.9% |
| Participation rate | 19.8% | 51.8%-32.0pp | 73.8%-53.9pp | 57.2%-37.4pp |
| Annual return | 29.41% | 48.37%-19.0pp | 292.57%-263.2pp | 31.67%-2.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $17 | $2,374-99.3% | $4,123-99.6% | $3,358-99.5% |
| Admin fee / account holder | $3 | $2,435-99.9% | $5,150-99.9% | $3,203-99.9% |