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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 | $524 | $110,212-99.5% | $96,534-99.5% | $139,466-99.6% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 24.86% | 26.42%-1.6pp | 25.88%-1.0pp | 373.66%-348.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $248 | $5,547-95.5% | $4,851-94.9% | $6,712-96.3% |
| Admin fee / account holder | $74 | $11,599-99.4% | $8,253-99.1% | $11,409-99.4% |