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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 | $718 | $84,447-99.2% | $61,389-98.8% | $134,493-99.5% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -20.73% | 584.84%-605.6pp | 338.73%-359.5pp | 418.01%-438.7pp |
| Employer contribution / active EE | $85 | $1,545-94.5% | $1,160-92.7% | $4,740-98.2% |
| Participant deferral / active EE | $128 | $2,819-95.5% | $2,125-94.0% | $6,400-98.0% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,130-99.8% | $11,425-100.0% |