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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 | $908 | $198,462-99.5% | $170,439-99.5% | $147,585-99.4% |
| Participation rate | 21.7% | 88.0%-66.2pp | 83.6%-61.9pp | 82.8%-61.1pp |
| Annual return | 29.58% | 257.30%-227.7pp | 205.94%-176.4pp | 578.58%-549.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $145 | $5,629-97.4% | $4,939-97.1% | $5,439-97.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |