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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 | $603 | $85,024-99.3% | $70,544-99.1% | $139,466-99.6% |
| Participation rate | 10.0% | 73.9%-63.9pp | 68.4%-58.4pp | 80.3%-70.3pp |
| Annual return | 14.18% | 30.39%-16.2pp | 32.79%-18.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3 | $5,891-99.9% | $4,568-99.9% | $6,712-100.0% |
| Admin fee / account holder | $89 | $8,928-99.0% | $6,427-98.6% | $11,409-99.2% |