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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 | $558 | $49,657-98.9% | $93,063-99.4% | $67,986-99.2% |
| Participation rate | 22.0% | 49.9%-27.9pp | 72.1%-50.1pp | 57.2%-35.2pp |
| Annual return | 16.31% | 26.27%-10.0pp | 34.15%-17.8pp | 31.67%-15.4pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $22 | $2,484-99.1% | $3,958-99.4% | $3,358-99.3% |
| Admin fee / account holder | $175 | $2,843-93.8% | $6,033-97.1% | $3,203-94.5% |