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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 | $49,976-99.3% | $66,674-99.5% | $82,637-99.6% |
| Participation rate | 59.0% | 63.1%-4.1pp | 73.7%-14.7pp | 68.1%-9.1pp |
| Annual return | 58.63% | 39.09%+19.5pp | 321.24%-262.6pp | 53.51%+5.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $159 | $2,847-94.4% | $4,084-96.1% | $4,126-96.2% |
| Admin fee / account holder | $2 | $4,594-99.9% | $5,098-100.0% | $7,339-100.0% |