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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 | $43,496-99.4% | $161,489-99.8% | $64,340-99.6% |
| Participation rate | 10.9% | 53.5%-42.6pp | 78.7%-67.8pp | 55.2%-44.3pp |
| Annual return | 49.29% | 20.76%+28.5pp | 89.72%-40.4pp | 24.14%+25.1pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $36 | $1,996-98.2% | $5,630-99.4% | $2,980-98.8% |
| Admin fee / account holder | $18 | $2,330-99.2% | $16,006-99.9% | $3,703-99.5% |