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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 | $566 | $100,970-99.4% | $96,576-99.4% | $137,256-99.6% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | 20.45% | 38.16%-17.7pp | 38.47%-18.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $78 | $8,286-99.1% | $7,956-99.0% | $6,407-98.8% |
| Admin fee / account holder | $68 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |