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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 | $541 | $37,156-98.5% | $83,854-99.4% | $86,983-99.4% |
| Participation rate | 3.7% | 49.1%-45.3pp | 59.1%-55.4pp | 69.5%-65.8pp |
| Annual return | 19.94% | 29.88%-9.9pp | 31.39%-11.4pp | 25.83%-5.9pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4 | $1,418-99.7% | $2,035-99.8% | $4,194-99.9% |
| Admin fee / account holder | $2 | $2,510-99.9% | $3,197-99.9% | $7,856-100.0% |