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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 | $387 | $202,440-99.8% | $169,390-99.8% | $139,466-99.7% |
| Participation rate | 53.3% | 81.1%-27.8pp | 77.2%-23.8pp | 80.3%-27.0pp |
| Annual return | 22.69% | 532.36%-509.7pp | 406.07%-383.4pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $59 | $6,940-99.2% | $6,222-99.1% | $6,712-99.1% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |