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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 | $189 | $61,390-99.7% | $112,228-99.8% | $75,177-99.7% |
| Participation rate | 60.3% | 61.6%-1.4pp | 72.4%-12.2pp | 67.2%-6.9pp |
| Annual return | 30.39% | 28.47%+1.9pp | 30.23%+0.2pp | 160.75%-130.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $79 | $3,108-97.4% | $4,800-98.3% | $4,126-98.1% |
| Admin fee / account holder | $1 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |