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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 | $344 | $136,860-99.7% | $120,344-99.7% | $154,746-99.8% |
| Participation rate | 56.5% | 79.9%-23.4pp | 76.7%-20.2pp | 80.7%-24.2pp |
| Annual return | 42.16% | 21.38%+20.8pp | 20.30%+21.9pp | 172.34%-130.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $360 | $5,793-93.8% | $5,135-93.0% | $6,730-94.7% |
| Admin fee / account holder | $202 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |