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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 | $857 | $92,798-99.1% | $96,707-99.1% | $137,256-99.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 39.74% | 31.24%+8.5pp | 34.78%+5.0pp | 220.34%-180.6pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $251 | $5,877-95.7% | $5,997-95.8% | $6,407-96.1% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |