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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 | $106,864-99.7% | $147,318-99.7% | $82,637-99.6% |
| Participation rate | 14.5% | 75.5%-61.0pp | 82.1%-67.6pp | 68.1%-53.6pp |
| Annual return | 18.50% | 27.49%-9.0pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $27 | $6,496-99.6% | $7,906-99.7% | $4,126-99.3% |
| Admin fee / account holder | $162 | $8,415-98.1% | $13,708-98.8% | $7,339-97.8% |