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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 | $942 | $115,814-99.2% | $101,275-99.1% | $158,982-99.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 41.10% | 56.16%-15.1pp | 46.48%-5.4pp | 302.99%-261.9pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $220 | $4,958-95.6% | $4,371-95.0% | $5,983-96.3% |
| Admin fee / account holder | $233 | $7,249-96.8% | $5,948-96.1% | $11,252-97.9% |