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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 | $954 | $103,392-99.1% | $87,104-98.9% | $152,897-99.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 25.54% | 28.10%-2.6pp | 28.19%-2.7pp | 345.43%-319.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $460 | $4,778-90.4% | $4,048-88.6% | $5,851-92.1% |
| Admin fee / account holder | $203 | $12,194-98.3% | $7,491-97.3% | $11,599-98.2% |