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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 | $215 | $85,060-99.7% | $70,548-99.7% | $139,456-99.8% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 10.71% | 30.38%-19.7pp | 32.78%-22.1pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $57 | $5,890-99.0% | $4,567-98.8% | $6,711-99.2% |
| Admin fee / account holder | $24 | $8,925-99.7% | $6,424-99.6% | $11,407-99.8% |