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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 | $564 | $32,037-98.2% | $69,182-99.2% | $62,881-99.1% |
| Participation rate | 30.2% | 43.4%-13.2pp | 55.1%-24.9pp | 69.3%-39.1pp |
| Annual return | 14.35% | 15.16%-0.8pp | -21.93%+36.3pp | 20.14%-5.8pp |
| Employer contribution / active EE | $105 | $679-84.6% | $1,206-91.3% | $2,281-95.4% |
| Participant deferral / active EE | $199 | $1,185-83.2% | $1,897-89.5% | $3,203-93.8% |
| Admin fee / account holder | $10 | $2,608-99.6% | $2,697-99.6% | $4,296-99.8% |