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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 | $721 | $29,736-97.6% | $56,033-98.7% | $80,935-99.1% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.7%-57.7pp |
| Annual return | 20.72% | 35.28%-14.6pp | 1711.38%-1690.7pp | 35.66%-14.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $42 | $1,228-96.6% | $1,954-97.9% | $4,299-99.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |