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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 | $865 | $90,674-99.0% | $96,707-99.1% | $82,448-99.0% |
| Participation rate | 16.7% | 75.9%-59.3pp | 80.4%-63.7pp | 68.1%-51.4pp |
| Annual return | 69.13% | 49.05%+20.1pp | 34.78%+34.4pp | 41.64%+27.5pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $162 | $5,696-97.2% | $5,997-97.3% | $4,139-96.1% |
| Admin fee / account holder | $174 | $7,568-97.7% | $7,503-97.7% | $7,234-97.6% |