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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 | $193 | $125,797-99.8% | $170,028-99.9% | $75,181-99.7% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 22.01% | 27.20%-5.2pp | 53.39%-31.4pp | 160.69%-138.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $45 | $6,838-99.3% | $10,409-99.6% | $4,126-98.9% |
| Admin fee / account holder | $7 | $8,177-99.9% | $12,820-99.9% | $5,650-99.9% |