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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 | $689 | $91,198-99.2% | $178,503-99.6% | $79,856-99.1% |
| Participation rate | 12.5% | 69.2%-56.7pp | 81.9%-69.4pp | 69.6%-57.1pp |
| Annual return | 26.53% | 24.20%+2.3pp | 151.12%-124.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $62 | $3,237-98.1% | $5,202-98.8% | $3,741-98.4% |
| Admin fee / account holder | $145 | $6,748-97.9% | $13,987-99.0% | $5,306-97.3% |