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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 | $260 | $45,343-99.4% | $150,298-99.8% | $67,986-99.6% |
| Participation rate | 10.9% | 51.9%-41.0pp | 77.8%-66.9pp | 57.2%-46.3pp |
| Annual return | 49.29% | 33.28%+16.0pp | 62.79%-13.5pp | 31.67%+17.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $36 | $2,055-98.3% | $5,453-99.3% | $3,358-98.9% |
| Admin fee / account holder | $18 | $2,250-99.2% | $14,116-99.9% | $3,203-99.4% |