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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 | $49,976-98.6% | $66,674-98.9% | $82,637-99.1% |
| Participation rate | 30.8% | 63.1%-32.3pp | 73.7%-42.9pp | 68.1%-37.3pp |
| Annual return | 15.00% | 39.09%-24.1pp | 321.24%-306.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $161 | $2,847-94.3% | $4,084-96.1% | $4,126-96.1% |
| Admin fee / account holder | $178 | $4,594-96.1% | $5,098-96.5% | $7,339-97.6% |