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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 | $2,185 | $201,264-98.9% | $184,185-98.8% | $145,978-98.5% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 55.28% | 29.00%+26.3pp | 28.81%+26.5pp | 550.52%-495.2pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $702 | $9,806-92.8% | $9,132-92.3% | $6,690-89.5% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |