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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 | $693 | $181,062-99.6% | $158,223-99.6% | $155,188-99.6% |
| Participation rate | 10.0% | 82.7%-72.7pp | 79.2%-69.2pp | 80.8%-70.8pp |
| Annual return | 24.20% | 57.39%-33.2pp | 52.09%-27.9pp | 148.84%-124.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $446 | $6,134-92.7% | $5,467-91.8% | $6,531-93.2% |
| Admin fee / account holder | $69 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |