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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 | $485 | $71,215-99.3% | $93,696-99.5% | $80,935-99.4% |
| Participation rate | 3.2% | 60.4%-57.2pp | 68.7%-65.5pp | 67.7%-64.4pp |
| Annual return | 15.46% | 11.27%+4.2pp | 133.74%-118.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3 | $4,037-99.9% | $4,417-99.9% | $4,299-99.9% |
| Admin fee / account holder | $2 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |