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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 | $499 | $106,267-99.5% | $96,520-99.5% | $139,456-99.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 47.62% | 38.45%+9.2pp | 35.72%+11.9pp | 373.45%-325.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $460 | $5,454-91.6% | $4,879-90.6% | $6,711-93.1% |
| Admin fee / account holder | $175 | $7,882-97.8% | $6,733-97.4% | $11,407-98.5% |