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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 | $969 | $77,638-98.8% | $156,551-99.4% | $62,881-98.5% |
| Participation rate | 24.1% | 71.2%-47.1pp | 84.0%-60.0pp | 69.3%-45.3pp |
| Annual return | 13.43% | 50.33%-36.9pp | 32.23%-18.8pp | 20.14%-6.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $174 | $3,046-94.3% | $4,871-96.4% | $3,203-94.6% |
| Admin fee / account holder | $84 | $5,561-98.5% | $13,028-99.4% | $4,296-98.1% |