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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 | $639 | $29,319-97.8% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 56.0% | 46.9%+9.1pp | 55.6%+0.4pp | 68.1%-12.1pp |
| Annual return | 23.21% | 535.20%-512.0pp | 302.12%-278.9pp | 41.64%-18.4pp |
| Employer contribution / active EE | $115 | $586-80.5% | $914-87.5% | $2,551-95.5% |
| Participant deferral / active EE | $78 | $1,171-93.4% | $1,790-95.7% | $4,139-98.1% |
| Admin fee / account holder | $17 | $1,962-99.1% | $2,495-99.3% | $7,234-99.8% |