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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 | $267 | $111,535-99.8% | $105,223-99.7% | $137,256-99.8% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 48.15% | 237.85%-189.7pp | 180.65%-132.5pp | 220.34%-172.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $100 | $5,500-98.2% | $5,072-98.0% | $6,407-98.4% |
| Admin fee / account holder | $116 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |