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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 | $695 | $23,330-97.0% | $64,489-98.9% | $82,448-99.2% |
| Participation rate | 45.5% | 68.3%-22.8pp | 67.7%-22.2pp | 68.1%-22.6pp |
| Annual return | 20.98% | 83.66%-62.7pp | 55.03%-34.0pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $98 | $1,707-94.2% | $2,778-96.5% | $4,139-97.6% |
| Admin fee / account holder | $296 | $2,946-89.9% | $4,260-93.0% | $7,234-95.9% |