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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 | $773 | $29,716-97.4% | $56,077-98.6% | $80,925-99.0% |
| Participation rate | 48.8% | 41.7%+7.1pp | 52.5%-3.7pp | 67.7%-18.9pp |
| Annual return | 10.82% | 35.30%-24.5pp | 1709.28%-1698.5pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $76 | $1,228-93.8% | $1,954-96.1% | $4,299-98.2% |
| Admin fee / account holder | $31 | $2,432-98.7% | $2,825-98.9% | $6,940-99.6% |