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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 | $534 | $46,599-98.9% | $64,101-99.2% | $75,173-99.3% |
| Participation rate | 16.7% | 65.9%-49.3pp | 72.3%-55.6pp | 67.2%-50.5pp |
| Annual return | 56.45% | 26.06%+30.4pp | 33.72%+22.7pp | 160.72%-104.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $65 | $2,837-97.7% | $3,881-98.3% | $4,126-98.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |