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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 | $371 | $78,520-99.5% | $96,576-99.6% | $82,448-99.6% |
| Participation rate | 44.7% | 77.7%-33.0pp | 81.4%-36.7pp | 68.1%-23.3pp |
| Annual return | 16.45% | 41.30%-24.9pp | 38.47%-22.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3 | $2,630-99.9% | $3,553-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $3 | $6,754-100.0% | $7,956-100.0% | $4,139-99.9% |
| Admin fee / account holder | $31 | $13,455-99.8% | $11,381-99.7% | $7,234-99.6% |