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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 | $95,959-99.1% | $97,411-99.1% | $138,895-99.4% |
| Participation rate | 50.0% | 81.8%-31.8pp | 80.4%-30.4pp | 79.9%-29.9pp |
| Annual return | 39.74% | 29.30%+10.4pp | 34.72%+5.0pp | 145.39%-105.7pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $251 | $5,876-95.7% | $5,886-95.7% | $6,396-96.1% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |