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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 | $29,667-97.4% | $56,441-98.6% | $80,874-99.0% |
| Participation rate | 48.8% | 41.7%+7.1pp | 52.5%-3.7pp | 67.6%-18.9pp |
| Annual return | 10.82% | 35.22%-24.4pp | 1704.21%-1693.4pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $76 | $1,227-93.8% | $1,953-96.1% | $4,297-98.2% |
| Admin fee / account holder | $31 | $2,429-98.7% | $2,829-98.9% | $6,935-99.6% |