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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 | $401 | $183,539-99.8% | $155,556-99.7% | $145,897-99.7% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 12.08% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13 | $6,467-99.8% | $5,631-99.8% | $6,689-99.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |