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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 | $948 | $182,442-99.5% | $163,379-99.4% | $138,895-99.3% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.8%-32.4pp | 79.9%-35.5pp |
| Annual return | 48.38% | 72.74%-24.4pp | 63.41%-15.0pp | 145.39%-97.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $279 | $6,817-95.9% | $6,282-95.6% | $6,396-95.6% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |