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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 | $505 | $41,150-98.8% | $80,627-99.4% | $71,511-99.3% |
| Participation rate | 11.8% | 50.3%-38.5pp | 67.0%-55.2pp | 67.9%-56.2pp |
| Annual return | 72.56% | 38.48%+34.1pp | 936.76%-864.2pp | 28.86%+43.7pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $48 | $2,701-98.2% | $4,443-98.9% | $4,291-98.9% |
| Admin fee / account holder | $12 | $1,841-99.4% | $5,381-99.8% | $1,588-99.3% |