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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 | $763 | $29,319-97.4% | $52,425-98.5% | $82,448-99.1% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 335.54% | 535.20%-199.7pp | 302.12%+33.4pp | 41.64%+293.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $87 | $1,171-92.6% | $1,790-95.1% | $4,139-97.9% |
| Admin fee / account holder | $17 | $1,962-99.1% | $2,495-99.3% | $7,234-99.8% |