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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 | $274 | $110,410-99.8% | $102,437-99.7% | $145,897-99.8% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 13.36% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $63 | $5,622-98.9% | $5,060-98.8% | $6,689-99.1% |
| Admin fee / account holder | $209 | $9,745-97.9% | $8,388-97.5% | $13,390-98.4% |