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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 | $543 | $51,638-98.9% | $68,368-99.2% | $82,448-99.3% |
| Participation rate | 28.9% | 63.6%-34.7pp | 73.8%-44.9pp | 68.1%-39.2pp |
| Annual return | 24.41% | 37.53%-13.1pp | 292.57%-268.2pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $144 | $2,914-95.1% | $4,123-96.5% | $4,139-96.5% |
| Admin fee / account holder | $20 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |