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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 | $930 | $199,109-99.5% | $173,730-99.5% | $154,746-99.4% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 225.00% | 20.02%+205.0pp | 19.96%+205.0pp | 172.34%+52.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $674 | $7,113-90.5% | $6,326-89.3% | $6,730-90.0% |
| Admin fee / account holder | $59 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |