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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 | $392 | $51,194-99.2% | $70,525-99.4% | $75,173-99.5% |
| Participation rate | 51.2% | 60.9%-9.8pp | 68.4%-17.2pp | 67.2%-16.0pp |
| Annual return | 29.81% | 30.03%-0.2pp | 32.76%-2.9pp | 160.65%-130.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,974-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $124 | $2,850-95.7% | $4,567-97.3% | $4,126-97.0% |
| Admin fee / account holder | $18 | $4,092-99.6% | $6,413-99.7% | $5,651-99.7% |