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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 | $902 | $99,995-99.1% | $85,063-98.9% | $145,978-99.4% |
| Participation rate | 53.8% | 74.1%-20.3pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 14.65% | 83.99%-69.3pp | 66.54%-51.9pp | 550.52%-535.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $338 | $5,295-93.6% | $4,523-92.5% | $6,690-94.9% |
| Admin fee / account holder | $193 | $7,255-97.3% | $6,155-96.9% | $13,400-98.6% |