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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 | $124,425-99.7% | $112,040-99.7% | $137,256-99.7% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.5%-20.0pp | 80.0%-23.4pp |
| Annual return | 42.16% | 24.72%+17.4pp | 24.52%+17.6pp | 220.34%-178.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $360 | $5,718-93.7% | $5,098-92.9% | $6,407-94.4% |
| Admin fee / account holder | $202 | $15,207-98.7% | $12,098-98.3% | $12,270-98.4% |