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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 | $666 | $29,319-97.7% | $52,425-98.7% | $82,448-99.2% |
| Participation rate | 13.6% | 46.9%-33.2pp | 55.6%-42.0pp | 68.1%-54.4pp |
| Annual return | 22.21% | 535.20%-513.0pp | 302.12%-279.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $54 | $1,171-95.4% | $1,790-97.0% | $4,139-98.7% |
| Admin fee / account holder | $2 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |