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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 | $577 | $126,113-99.5% | $116,096-99.5% | $155,188-99.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 14.27% | 391.72%-377.5pp | 326.25%-312.0pp | 148.84%-134.6pp |
| Employer contribution / active EE | $82 | $2,672-96.9% | $2,503-96.7% | $4,248-98.1% |
| Participant deferral / active EE | $242 | $4,162-94.2% | $3,952-93.9% | $6,531-96.3% |
| Admin fee / account holder | $7 | $8,045-99.9% | $7,704-99.9% | $14,480-99.9% |