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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 | $88,996-99.7% | $78,004-99.6% | $138,895-99.8% |
| Participation rate | 52.9% | 74.4%-21.4pp | 69.4%-16.5pp | 79.9%-27.0pp |
| Annual return | 24.73% | 28.03%-3.3pp | 31.07%-6.3pp | 145.39%-120.7pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $120 | $4,724-97.5% | $4,092-97.1% | $6,396-98.1% |
| Admin fee / account holder | $292 | $8,807-96.7% | $7,578-96.2% | $12,562-97.7% |