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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 | $918 | $56,544-98.4% | $75,501-98.8% | $70,126-98.7% |
| Participation rate | 7.0% | 68.1%-61.1pp | 72.4%-65.4pp | 69.5%-62.6pp |
| Annual return | 26.39% | 23.59%+2.8pp | 27.35%-1.0pp | 73.15%-46.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $43 | $2,580-98.3% | $3,142-98.6% | $3,332-98.7% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |