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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 | $421 | $29,670-98.6% | $56,054-99.2% | $80,911-99.5% |
| Participation rate | 57.7% | 41.7%+16.0pp | 52.5%+5.2pp | 67.6%-10.0pp |
| Annual return | 14.10% | 35.24%-21.1pp | 1705.95%-1691.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $131 | $670-80.5% | $1,039-87.4% | $2,756-95.3% |
| Participant deferral / active EE | $113 | $1,227-90.8% | $1,952-94.2% | $4,297-97.4% |
| Admin fee / account holder | $73 | $2,431-97.0% | $2,822-97.4% | $6,935-99.0% |