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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 | $577 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 29.2% | 64.7%-35.5pp | 57.0%-27.9pp | 80.7%-51.5pp |
| Annual return | 23.79% | 28.25%-4.5pp | 29.72%-5.9pp | 172.34%-148.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $82 | $2,527-96.7% | $2,062-96.0% | $6,730-98.8% |
| Admin fee / account holder | $12 | $3,843-99.7% | $3,357-99.6% | $14,365-99.9% |