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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 | $1,025 | $28,624-96.4% | $53,647-98.1% | $82,637-98.8% |
| Participation rate | 51.9% | 47.3%+4.6pp | 56.3%-4.4pp | 68.1%-16.2pp |
| Annual return | 29.77% | 664.98%-635.2pp | 358.33%-328.6pp | 53.51%-23.7pp |
| Employer contribution / active EE | $184 | $637-71.1% | $962-80.9% | $2,552-92.8% |
| Participant deferral / active EE | $148 | $1,196-87.7% | $1,813-91.9% | $4,126-96.4% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |