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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 | $273 | $87,166-99.7% | $76,735-99.6% | $137,256-99.8% |
| Participation rate | 52.9% | 74.4%-21.4pp | 69.5%-16.6pp | 80.0%-27.0pp |
| Annual return | 24.73% | 26.50%-1.8pp | 29.77%-5.0pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $120 | $4,726-97.5% | $4,088-97.1% | $6,407-98.1% |
| Admin fee / account holder | $292 | $8,403-96.5% | $7,189-95.9% | $12,270-97.6% |