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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 | $948 | $27,936-96.6% | $58,561-98.4% | $75,173-98.7% |
| Participation rate | 25.9% | 38.8%-12.9pp | 50.9%-24.9pp | 67.2%-41.3pp |
| Annual return | 15.91% | 44.21%-28.3pp | 4251.33%-4235.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $85 | $670-87.4% | $1,053-92.0% | $2,671-96.8% |
| Participant deferral / active EE | $83 | $1,202-93.1% | $1,923-95.7% | $4,126-98.0% |
| Admin fee / account holder | $57 | $1,727-96.7% | $2,520-97.7% | $5,651-99.0% |