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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 | $868 | $167,030-99.5% | $135,768-99.4% | $155,188-99.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 14.34% | 678.39%-664.1pp | 526.10%-511.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $83 | $4,132-98.0% | $3,394-97.5% | $4,248-98.0% |
| Participant deferral / active EE | $234 | $4,528-94.8% | $3,977-94.1% | $6,531-96.4% |
| Admin fee / account holder | $45 | $8,172-99.5% | $7,048-99.4% | $14,480-99.7% |