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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 | $714 | $51,638-98.6% | $68,368-99.0% | $82,448-99.1% |
| Participation rate | 30.8% | 63.6%-32.8pp | 73.8%-43.0pp | 68.1%-37.3pp |
| Annual return | 15.00% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $161 | $2,914-94.5% | $4,123-96.1% | $4,139-96.1% |
| Admin fee / account holder | $178 | $4,643-96.2% | $5,150-96.5% | $7,234-97.5% |