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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 | $998 | $48,327-97.9% | $67,575-98.5% | $80,935-98.8% |
| Participation rate | 47.7% | 66.4%-18.7pp | 72.9%-25.2pp | 67.7%-19.9pp |
| Annual return | 13.88% | 18.31%-4.4pp | 3528.98%-3515.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $208 | $2,927-92.9% | $4,003-94.8% | $4,299-95.2% |
| Admin fee / account holder | $20 | $3,692-99.5% | $3,993-99.5% | $6,924-99.7% |