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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 | $813 | $70,475-98.8% | $100,530-99.2% | $79,858-99.0% |
| Participation rate | 7.4% | 73.7%-66.2pp | 79.4%-72.0pp | 69.6%-62.2pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $5,181-98.8% | $6,271-99.0% | $3,740-98.4% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,083-100.0% | $5,306-100.0% |