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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 | $312 | $97,125-99.7% | $86,233-99.6% | $137,256-99.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 25.78% | 74.19%-48.4pp | 61.39%-35.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $207 | $5,180-96.0% | $4,559-95.5% | $6,407-96.8% |
| Admin fee / account holder | $11 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |