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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 | $765 | $126,113-99.4% | $116,096-99.3% | $155,188-99.5% |
| Participation rate | 68.8% | 75.1%-6.4pp | 73.3%-4.6pp | 80.8%-12.1pp |
| Annual return | 19.46% | 391.72%-372.3pp | 326.25%-306.8pp | 148.84%-129.4pp |
| Employer contribution / active EE | $87 | $2,672-96.7% | $2,503-96.5% | $4,248-97.9% |
| Participant deferral / active EE | $445 | $4,162-89.3% | $3,952-88.7% | $6,531-93.2% |
| Admin fee / account holder | $7 | $8,045-99.9% | $7,704-99.9% | $14,480-99.9% |