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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 | $370 | $117,829-99.7% | $102,423-99.6% | $145,877-99.7% |
| Participation rate | 16.7% | 78.6%-61.9pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | 9.25% | 31.83%-22.6pp | 29.42%-20.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $154 | $5,732-97.3% | $5,054-97.0% | $6,691-97.7% |
| Admin fee / account holder | $14 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |