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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 | $957 | $29,319-96.7% | $52,425-98.2% | $82,448-98.8% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 15.00% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $223 | $586-62.0% | $914-75.6% | $2,551-91.3% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $59 | $1,962-97.0% | $2,495-97.6% | $7,234-99.2% |