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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 | $984 | $73,787-98.7% | $98,716-99.0% | $82,448-98.8% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 24.04% | 18.57%+5.5pp | 31.81%-7.8pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $63 | $3,081-97.9% | $4,048-98.4% | $4,139-98.5% |
| Admin fee / account holder | $1 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |