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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 | $254 | $29,319-99.1% | $52,425-99.5% | $82,448-99.7% |
| Participation rate | 9.7% | 46.9%-37.2pp | 55.6%-45.9pp | 68.1%-58.4pp |
| Annual return | 27.39% | 535.20%-507.8pp | 302.12%-274.7pp | 41.64%-14.2pp |
| Employer contribution / active EE | $84 | $586-85.7% | $914-90.9% | $2,551-96.7% |
| Participant deferral / active EE | $32 | $1,171-97.2% | $1,790-98.2% | $4,139-99.2% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |