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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 | $655 | $172,111-99.6% | $150,298-99.6% | $137,256-99.5% |
| Participation rate | 61.1% | 81.7%-20.6pp | 77.8%-16.6pp | 80.0%-18.8pp |
| Annual return | 29.32% | 69.37%-40.1pp | 62.79%-33.5pp | 220.34%-191.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $207 | $6,166-96.6% | $5,453-96.2% | $6,407-96.8% |
| Admin fee / account holder | $157 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |