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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 | $594 | $75,541-99.2% | $152,093-99.6% | $82,637-99.3% |
| Participation rate | 6.7% | 66.5%-59.9pp | 77.8%-71.1pp | 68.1%-61.4pp |
| Annual return | 18.12% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17 | $3,206-99.5% | $5,451-99.7% | $4,126-99.6% |
| Admin fee / account holder | $2 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |