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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 | $335 | $29,670-98.9% | $56,054-99.4% | $80,911-99.6% |
| Participation rate | 26.9% | 41.7%-14.7pp | 52.5%-25.6pp | 67.6%-40.7pp |
| Annual return | 22.51% | 35.24%-12.7pp | 1705.95%-1683.4pp | 35.63%-13.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $55 | $1,227-95.5% | $1,952-97.2% | $4,297-98.7% |
| Admin fee / account holder | $12 | $2,431-99.5% | $2,822-99.6% | $6,935-99.8% |