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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 | $754 | $209,336-99.6% | $197,124-99.6% | $137,256-99.5% |
| Participation rate | 64.7% | 87.3%-22.6pp | 86.7%-22.0pp | 80.0%-15.3pp |
| Annual return | 23.93% | 48.09%-24.2pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $311 | $9,614-96.8% | $9,135-96.6% | $6,407-95.1% |
| Admin fee / account holder | $64 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |