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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 | $481 | $77,472-99.4% | $100,415-99.5% | $80,959-99.4% |
| Participation rate | 57.1% | 76.9%-19.8pp | 81.5%-24.4pp | 67.7%-10.5pp |
| Annual return | 19.54% | 37.26%-17.7pp | 49.47%-29.9pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $123 | $6,818-98.2% | $8,091-98.5% | $4,300-97.1% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,906-100.0% | $6,925-100.0% |