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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 | $480 | $69,118-99.3% | $53,647-99.1% | $138,895-99.7% |
| Participation rate | 64.7% | 64.0%+0.7pp | 56.3%+8.4pp | 79.9%-15.2pp |
| Annual return | 21.81% | 248.26%-226.5pp | 358.33%-336.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $97 | $2,274-95.7% | $1,813-94.7% | $6,396-98.5% |
| Admin fee / account holder | $45 | $2,724-98.4% | $2,460-98.2% | $12,562-99.6% |