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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 | $492 | $58,848-99.2% | $88,179-99.4% | $82,637-99.4% |
| Participation rate | 25.7% | 57.9%-32.2pp | 69.1%-43.4pp | 68.1%-42.3pp |
| Annual return | 20.65% | 22.76%-2.1pp | 64.97%-44.3pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $151 | $3,124-95.2% | $4,614-96.7% | $4,126-96.4% |
| Admin fee / account holder | $148 | $4,795-96.9% | $7,673-98.1% | $7,339-98.0% |