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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 | $429 | $36,948-98.8% | $73,658-99.4% | $87,485-99.5% |
| Participation rate | 44.0% | 46.8%-2.8pp | 57.0%-13.0pp | 68.9%-24.9pp |
| Annual return | 36.71% | 28.64%+8.1pp | 29.72%+7.0pp | 26.06%+10.7pp |
| Employer contribution / active EE | $125 | $670-81.3% | $1,032-87.9% | $2,596-95.2% |
| Participant deferral / active EE | $192 | $1,379-86.1% | $2,062-90.7% | $4,274-95.5% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |