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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 | $178,174-99.5% | $156,181-99.4% | $137,256-99.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 225.00% | 84.19%+140.8pp | 64.87%+160.1pp | 220.34%+4.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $674 | $6,888-90.2% | $6,132-89.0% | $6,407-89.5% |
| Admin fee / account holder | $59 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |