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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 | $29,736-97.4% | $56,033-98.6% | $80,935-99.0% |
| Participation rate | 63.8% | 41.7%+22.1pp | 52.5%+11.3pp | 67.7%-3.8pp |
| Annual return | 15.00% | 35.28%-20.3pp | 1711.38%-1696.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $105 | $671-84.4% | $1,041-89.9% | $2,757-96.2% |
| Participant deferral / active EE | $134 | $1,228-89.1% | $1,954-93.2% | $4,299-96.9% |
| Admin fee / account holder | $72 | $2,434-97.1% | $2,827-97.5% | $6,924-99.0% |