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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 | $659 | $77,896-99.2% | $134,172-99.5% | $82,448-99.2% |
| Participation rate | 39.4% | 62.8%-23.4pp | 72.5%-33.1pp | 68.1%-28.7pp |
| Annual return | 14.67% | 18.21%-3.5pp | 25.30%-10.6pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $78 | $3,162-97.5% | $4,690-98.3% | $4,139-98.1% |
| Admin fee / account holder | $161 | $6,336-97.5% | $12,016-98.7% | $7,234-97.8% |