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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 | $830 | $185,883-99.6% | $170,043-99.5% | $139,466-99.4% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 29.30% | 60.54%-31.2pp | 53.40%-24.1pp | 373.66%-344.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $390 | $11,626-96.6% | $10,410-96.3% | $6,712-94.2% |
| Admin fee / account holder | $42 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |