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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 | $840 | $47,105-98.2% | $68,368-98.8% | $67,986-98.8% |
| Participation rate | 65.8% | 51.8%+14.0pp | 73.8%-7.9pp | 57.2%+8.6pp |
| Annual return | 0.00% | 48.37%-48.4pp | 292.57%-292.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $261 | $1,859-85.9% | $2,649-90.1% | $2,019-87.1% |
| Participant deferral / active EE | $395 | $2,374-83.4% | $4,123-90.4% | $3,358-88.2% |
| Admin fee / account holder | $52 | $2,435-97.8% | $5,150-99.0% | $3,203-98.4% |