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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 | $471 | $28,624-98.4% | $53,647-99.1% | $82,637-99.4% |
| Participation rate | 68.4% | 47.3%+21.2pp | 56.3%+12.1pp | 68.1%+0.4pp |
| Annual return | 19.55% | 664.98%-645.4pp | 358.33%-338.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $55 | $1,196-95.4% | $1,813-96.9% | $4,126-98.7% |
| Admin fee / account holder | $17 | $2,022-99.2% | $2,460-99.3% | $7,339-99.8% |