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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 | $99,995-99.1% | $85,063-98.9% | $145,978-99.4% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 13.89% | 83.99%-70.1pp | 66.54%-52.6pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $61 | $5,295-98.8% | $4,523-98.6% | $6,690-99.1% |
| Admin fee / account holder | $4 | $7,255-100.0% | $6,155-99.9% | $13,400-100.0% |