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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 | $350 | $71,215-99.5% | $93,696-99.6% | $80,935-99.6% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.7%-15.9pp |
| Annual return | 10.85% | 11.27%-0.4pp | 133.74%-122.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $109 | $4,037-97.3% | $4,417-97.5% | $4,299-97.5% |
| Admin fee / account holder | $89 | $6,958-98.7% | $8,287-98.9% | $6,924-98.7% |