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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 | $295 | $67,823-99.6% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 22.70% | 219.11%-196.4pp | 302.12%-279.4pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $97 | $2,288-95.8% | $1,790-94.6% | $6,407-98.5% |
| Admin fee / account holder | $1 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |