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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 | $468 | $81,331-99.4% | $155,534-99.7% | $80,935-99.4% |
| Participation rate | 1.7% | 66.3%-64.6pp | 78.2%-76.6pp | 67.7%-66.0pp |
| Annual return | 11.19% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16 | $3,454-99.5% | $5,630-99.7% | $4,299-99.6% |
| Admin fee / account holder | $198 | $7,999-97.5% | $15,900-98.8% | $6,924-97.1% |