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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 | $154,754-99.4% | $124,206-99.3% | $138,895-99.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 14.34% | 709.28%-694.9pp | 515.27%-500.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $83 | $4,446-98.1% | $3,540-97.6% | $4,194-98.0% |
| Participant deferral / active EE | $234 | $4,621-94.9% | $3,968-94.1% | $6,396-96.3% |
| Admin fee / account holder | $45 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |