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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 | $815 | $106,247-99.2% | $96,515-99.2% | $139,466-99.4% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 17.58% | 38.47%-20.9pp | 35.73%-18.1pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $32 | $5,456-99.4% | $4,880-99.3% | $6,712-99.5% |
| Admin fee / account holder | $134 | $7,885-98.3% | $6,735-98.0% | $11,409-98.8% |