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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 | $277 | $95,959-99.7% | $97,411-99.7% | $138,895-99.8% |
| Participation rate | 63.6% | 81.8%-18.2pp | 80.4%-16.7pp | 79.9%-16.3pp |
| Annual return | 23.68% | 29.30%-5.6pp | 34.72%-11.0pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $109 | $5,876-98.1% | $5,886-98.1% | $6,396-98.3% |
| Admin fee / account holder | $11 | $7,555-99.9% | $7,145-99.8% | $12,562-99.9% |