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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 | $597 | $80,992-99.3% | $96,534-99.4% | $75,173-99.2% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 41.00% | 27.05%+13.9pp | 25.88%+15.1pp | 160.72%-119.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $257 | $3,929-93.5% | $4,851-94.7% | $4,126-93.8% |
| Admin fee / account holder | $50 | $6,717-99.3% | $8,253-99.4% | $5,651-99.1% |