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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 | $234 | $49,896-99.5% | $80,627-99.7% | $75,173-99.7% |
| Participation rate | 58.0% | 55.3%+2.7pp | 67.0%-9.0pp | 67.2%-9.2pp |
| Annual return | 76.58% | 34.67%+41.9pp | 936.76%-860.2pp | 160.72%-84.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $129 | $2,992-95.7% | $4,443-97.1% | $4,126-96.9% |
| Admin fee / account holder | $9 | $3,578-99.7% | $5,381-99.8% | $5,651-99.8% |