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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 | $268 | $172,111-99.8% | $150,298-99.8% | $137,256-99.8% |
| Participation rate | 5.9% | 81.7%-75.8pp | 77.8%-71.9pp | 80.0%-74.1pp |
| Annual return | 29.59% | 69.37%-39.8pp | 62.79%-33.2pp | 220.34%-190.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8 | $6,166-99.9% | $5,453-99.8% | $6,407-99.9% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |