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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 | $803 | $78,690-99.0% | $161,489-99.5% | $87,485-99.1% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 16.91% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $260 | $3,311-92.2% | $5,630-95.4% | $4,274-93.9% |
| Admin fee / account holder | $208 | $6,724-96.9% | $16,006-98.7% | $7,775-97.3% |