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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 | $344 | $29,736-98.8% | $56,033-99.4% | $80,935-99.6% |
| Participation rate | 54.2% | 41.7%+12.5pp | 52.5%+1.7pp | 67.7%-13.5pp |
| Annual return | 15.72% | 35.28%-19.6pp | 1711.38%-1695.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $111 | $1,228-91.0% | $1,954-94.3% | $4,299-97.4% |
| Admin fee / account holder | $35 | $2,434-98.6% | $2,827-98.8% | $6,924-99.5% |