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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 | $946 | $85,171-98.9% | $172,752-99.5% | $72,975-98.7% |
| Participation rate | 23.6% | 70.1%-46.5pp | 82.6%-59.1pp | 69.5%-45.9pp |
| Annual return | 25.13% | 27.32%-2.2pp | 802.97%-777.8pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $132 | $3,260-96.0% | $5,198-97.5% | $3,608-96.3% |
| Admin fee / account holder | $168 | $5,880-97.1% | $13,955-98.8% | $5,124-96.7% |