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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 | $49,976-98.9% | $66,674-99.2% | $82,637-99.3% |
| Participation rate | 28.9% | 63.1%-34.2pp | 73.7%-44.8pp | 68.1%-39.2pp |
| Annual return | 24.41% | 39.09%-14.7pp | 321.24%-296.8pp | 53.51%-29.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $144 | $2,847-94.9% | $4,084-96.5% | $4,126-96.5% |
| Admin fee / account holder | $20 | $4,594-99.6% | $5,098-99.6% | $7,339-99.7% |