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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 | $350 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 30.4% | 64.7%-34.2pp | 57.0%-26.6pp | 80.7%-50.3pp |
| Annual return | 16.72% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $110 | $2,527-95.6% | $2,062-94.7% | $6,730-98.4% |
| Admin fee / account holder | $71 | $3,843-98.2% | $3,357-97.9% | $14,365-99.5% |