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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 | $704 | $124,425-99.4% | $112,040-99.4% | $137,256-99.5% |
| Participation rate | 45.8% | 79.3%-33.5pp | 76.5%-30.7pp | 80.0%-34.1pp |
| Annual return | 17.04% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23 | $5,718-99.6% | $5,098-99.5% | $6,407-99.6% |
| Admin fee / account holder | $9 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |