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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 | $186 | $93,598-99.8% | $135,974-99.9% | $75,173-99.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 26.31% | 30.89%-4.6pp | 68.30%-42.0pp | 160.72%-134.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $64 | $6,405-99.0% | $7,760-99.2% | $4,126-98.4% |
| Admin fee / account holder | $25 | $6,978-99.6% | $10,767-99.8% | $5,651-99.6% |