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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 | $810 | $58,311-98.6% | $81,882-99.0% | $80,959-99.0% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.4%-4.4pp | 67.7%+0.3pp |
| Annual return | 10.81% | 41.85%-31.0pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $204 | $3,287-93.8% | $4,323-95.3% | $4,300-95.3% |
| Admin fee / account holder | $199 | $4,752-95.8% | $7,360-97.3% | $6,925-97.1% |