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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 | $463 | $94,439-99.5% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 54.5% | 64.7%-10.1pp | 57.0%-2.5pp | 80.7%-26.2pp |
| Annual return | 31.95% | 28.25%+3.7pp | 29.72%+2.2pp | 172.34%-140.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $167 | $2,527-93.4% | $2,062-91.9% | $6,730-97.5% |
| Admin fee / account holder | $27 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |