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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 | $346 | $51,638-99.3% | $68,368-99.5% | $82,448-99.6% |
| Participation rate | 59.0% | 63.6%-4.6pp | 73.8%-14.8pp | 68.1%-9.1pp |
| Annual return | 58.63% | 37.53%+21.1pp | 292.57%-233.9pp | 41.64%+17.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $159 | $2,914-94.6% | $4,123-96.1% | $4,139-96.2% |
| Admin fee / account holder | $2 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |