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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 | $71,197-99.3% | $93,669-99.5% | $80,925-99.4% |
| Participation rate | 3.2% | 60.4%-57.2pp | 68.7%-65.5pp | 67.7%-64.4pp |
| Annual return | 15.46% | 11.27%+4.2pp | 133.59%-118.1pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3 | $4,036-99.9% | $4,416-99.9% | $4,299-99.9% |
| Admin fee / account holder | $2 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |