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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 | $758 | $71,215-98.9% | $93,696-99.2% | $80,935-99.1% |
| Participation rate | 4.9% | 60.4%-55.5pp | 68.7%-63.8pp | 67.7%-62.8pp |
| Annual return | 15.33% | 11.27%+4.1pp | 133.74%-118.4pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13 | $4,037-99.7% | $4,417-99.7% | $4,299-99.7% |
| Admin fee / account holder | $3 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |