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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 | $331 | $65,555-99.5% | $86,216-99.6% | $75,173-99.6% |
| Participation rate | 59.4% | 60.5%-1.1pp | 69.0%-9.6pp | 67.2%-7.8pp |
| Annual return | 161.02% | 46.07%+114.9pp | 1169.42%-1008.4pp | 160.72%+0.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $239 | $3,023-92.1% | $3,986-94.0% | $4,126-94.2% |
| Admin fee / account holder | $34 | $5,469-99.4% | $6,853-99.5% | $5,651-99.4% |