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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 | $599 | $45,119-98.7% | $85,126-99.3% | $74,429-99.2% |
| Participation rate | 8.4% | 49.4%-40.9pp | 67.5%-59.1pp | 67.2%-58.8pp |
| Annual return | 13.47% | 26.28%-12.8pp | 66.63%-53.2pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2 | $2,738-99.9% | $4,523-100.0% | $4,348-99.9% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |