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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 | $680 | $67,894-99.0% | $89,340-99.2% | $82,448-99.2% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 23.81% | 19.21%+4.6pp | 20.57%+3.2pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $64 | $3,072-97.9% | $3,823-98.3% | $4,139-98.5% |
| Admin fee / account holder | $28 | $5,723-99.5% | $6,704-99.6% | $7,234-99.6% |