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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 | $532 | $70,366-99.2% | $66,674-99.2% | $138,895-99.6% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.7%-4.9pp | 79.9%-11.2pp |
| Annual return | 17.65% | 386.41%-368.8pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $193 | $4,374-95.6% | $4,084-95.3% | $6,396-97.0% |
| Admin fee / account holder | $105 | $5,262-98.0% | $5,098-97.9% | $12,562-99.2% |