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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 | $949 | $162,529-99.4% | $130,788-99.3% | $154,746-99.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 9.60% | 510.48%-500.9pp | 386.44%-376.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $167 | $4,447-96.3% | $3,558-95.3% | $4,379-96.2% |
| Participant deferral / active EE | $211 | $4,808-95.6% | $4,137-94.9% | $6,730-96.9% |
| Admin fee / account holder | $27 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |