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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 | $408 | $51,638-99.2% | $68,368-99.4% | $82,448-99.5% |
| Participation rate | 45.5% | 63.6%-18.2pp | 73.8%-28.3pp | 68.1%-22.6pp |
| Annual return | 13.66% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $99 | $2,914-96.6% | $4,123-97.6% | $4,139-97.6% |
| Admin fee / account holder | $19 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |