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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 | $491 | $181,062-99.7% | $158,223-99.7% | $155,188-99.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 120.56% | 57.39%+63.2pp | 52.09%+68.5pp | 148.84%-28.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $423 | $6,134-93.1% | $5,467-92.3% | $6,531-93.5% |
| Admin fee / account holder | $151 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |