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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 | $543 | $209,422-99.7% | $178,503-99.7% | $158,982-99.7% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 22.39% | 188.81%-166.4pp | 151.12%-128.7pp | 302.99%-280.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $70 | $5,955-98.8% | $5,202-98.6% | $5,983-98.8% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |