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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 | $781 | $29,667-97.4% | $56,441-98.6% | $80,874-99.0% |
| Participation rate | 63.8% | 41.7%+22.2pp | 52.5%+11.3pp | 67.6%-3.8pp |
| Annual return | 15.00% | 35.22%-20.2pp | 1704.21%-1689.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $105 | $669-84.3% | $1,039-89.9% | $2,756-96.2% |
| Participant deferral / active EE | $134 | $1,227-89.1% | $1,953-93.2% | $4,297-96.9% |
| Admin fee / account holder | $72 | $2,429-97.0% | $2,829-97.5% | $6,935-99.0% |