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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 | $809 | $51,638-98.4% | $68,368-98.8% | $82,448-99.0% |
| Participation rate | 11.3% | 63.6%-52.3pp | 73.8%-62.4pp | 68.1%-56.7pp |
| Annual return | 25.12% | 37.53%-12.4pp | 292.57%-267.5pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $55 | $2,914-98.1% | $4,123-98.7% | $4,139-98.7% |
| Admin fee / account holder | $186 | $4,643-96.0% | $5,150-96.4% | $7,234-97.4% |