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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 | $411 | $77,460-99.5% | $100,378-99.6% | $80,925-99.5% |
| Participation rate | 25.0% | 76.9%-51.9pp | 81.5%-56.5pp | 67.7%-42.7pp |
| Annual return | 14.33% | 37.24%-22.9pp | 49.41%-35.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |