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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 | $746 | $51,466-98.6% | $78,778-99.1% | $62,293-98.8% |
| Participation rate | 26.4% | 59.8%-33.3pp | 69.2%-42.7pp | 69.5%-43.1pp |
| Annual return | 50.09% | 19.96%+30.1pp | 35.62%+14.5pp | 28.90%+21.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $144 | $2,147-93.3% | $2,958-95.1% | $3,169-95.5% |
| Admin fee / account holder | $24 | $489-95.1% | $5,134-99.5% | $479-95.0% |