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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 | $254 | $36,948-99.3% | $73,658-99.7% | $87,485-99.7% |
| Participation rate | 9.7% | 46.8%-37.1pp | 57.0%-47.4pp | 68.9%-59.3pp |
| Annual return | 27.39% | 28.64%-1.2pp | 29.72%-2.3pp | 26.06%+1.3pp |
| Employer contribution / active EE | $84 | $670-87.5% | $1,032-91.9% | $2,596-96.8% |
| Participant deferral / active EE | $32 | $1,379-97.7% | $2,062-98.4% | $4,274-99.2% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |