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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 | $912 | $227,597-99.6% | $189,575-99.5% | $167,536-99.5% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 15.19% | 78.44%-63.2pp | 64.19%-49.0pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $283 | $7,002-96.0% | $6,174-95.4% | $6,342-95.5% |
| Admin fee / account holder | $122 | $11,877-99.0% | $9,806-98.8% | $12,315-99.0% |