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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 | $864 | $211,105-99.6% | $178,449-99.5% | $145,978-99.4% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 23.44% | 30.19%-6.8pp | 27.09%-3.6pp | 550.52%-527.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $202 | $6,959-97.1% | $6,277-96.8% | $6,690-97.0% |
| Admin fee / account holder | $282 | $12,017-97.7% | $10,362-97.3% | $13,400-97.9% |