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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 | $490 | $73,787-99.3% | $98,716-99.5% | $82,448-99.4% |
| Participation rate | 14.9% | 61.4%-46.5pp | 69.3%-54.4pp | 68.1%-53.1pp |
| Annual return | 27.44% | 18.57%+8.9pp | 31.81%-4.4pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $32 | $3,081-99.0% | $4,048-99.2% | $4,139-99.2% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |