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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 | $561 | $101,618-99.4% | $93,063-99.4% | $137,256-99.6% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 29.72% | 223.95%-194.2pp | 34.15%-4.4pp | 220.34%-190.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $340 | $4,279-92.0% | $3,958-91.4% | $6,407-94.7% |
| Admin fee / account holder | $48 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |