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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 | $420 | $36,948-98.9% | $73,658-99.4% | $87,485-99.5% |
| Participation rate | 29.7% | 46.8%-17.1pp | 57.0%-27.3pp | 68.9%-39.2pp |
| Annual return | 36.46% | 28.64%+7.8pp | 29.72%+6.7pp | 26.06%+10.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $94 | $1,379-93.2% | $2,062-95.4% | $4,274-97.8% |
| Admin fee / account holder | $1 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |