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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 | $319 | $36,948-99.1% | $73,658-99.6% | $87,485-99.6% |
| Participation rate | 28.6% | 46.8%-18.2pp | 57.0%-28.5pp | 68.9%-40.4pp |
| Annual return | 24.70% | 28.64%-3.9pp | 29.72%-5.0pp | 26.06%-1.4pp |
| Employer contribution / active EE | $98 | $670-85.4% | $1,032-90.5% | $2,596-96.2% |
| Participant deferral / active EE | $101 | $1,379-92.7% | $2,062-95.1% | $4,274-97.6% |
| Admin fee / account holder | $15 | $2,531-99.4% | $3,357-99.6% | $7,775-99.8% |