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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 | $916 | $52,353-98.3% | $120,225-99.2% | $82,448-98.9% |
| Participation rate | 53.6% | 58.3%-4.7pp | 69.6%-16.0pp | 68.1%-14.4pp |
| Annual return | 13.74% | 61.85%-48.1pp | 439.23%-425.5pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $129 | $2,627-95.1% | $3,999-96.8% | $4,139-96.9% |
| Admin fee / account holder | $200 | $4,363-95.4% | $5,696-96.5% | $7,234-97.2% |