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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 | $766 | $58,275-98.7% | $81,844-99.1% | $80,935-99.1% |
| Participation rate | 57.5% | 63.5%-6.0pp | 72.4%-14.9pp | 67.7%-10.2pp |
| Annual return | 11.80% | 41.82%-30.0pp | 778.87%-767.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $36 | $3,285-98.9% | $4,323-99.2% | $4,299-99.2% |
| Admin fee / account holder | $78 | $4,749-98.4% | $7,355-98.9% | $6,924-98.9% |