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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 | $477 | $75,541-99.4% | $152,093-99.7% | $82,637-99.4% |
| Participation rate | 52.8% | 66.5%-13.8pp | 77.8%-25.0pp | 68.1%-15.3pp |
| Annual return | 27.35% | 32.56%-5.2pp | 66.36%-39.0pp | 53.51%-26.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $132 | $3,206-95.9% | $5,451-97.6% | $4,126-96.8% |
| Admin fee / account holder | $45 | $6,405-99.3% | $14,497-99.7% | $7,339-99.4% |