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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 | $870 | $27,936-96.9% | $58,561-98.5% | $75,173-98.8% |
| Participation rate | 44.0% | 38.8%+5.2pp | 50.9%-6.9pp | 67.2%-23.2pp |
| Annual return | 32.49% | 44.21%-11.7pp | 4251.33%-4218.8pp | 160.72%-128.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $173 | $1,202-85.6% | $1,923-91.0% | $4,126-95.8% |
| Admin fee / account holder | $19 | $1,727-98.9% | $2,520-99.2% | $5,651-99.7% |