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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 | $658 | $121,701-99.5% | $104,639-99.4% | $158,982-99.6% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 61.13% | 465.72%-404.6pp | 340.67%-279.5pp | 302.99%-241.9pp |
| Employer contribution / active EE | $246 | $3,165-92.2% | $2,682-90.8% | $4,763-94.8% |
| Participant deferral / active EE | $282 | $4,176-93.3% | $3,738-92.5% | $5,983-95.3% |
| Admin fee / account holder | $129 | $7,778-98.3% | $6,465-98.0% | $11,252-98.9% |