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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 | $480 | $126,661-99.6% | $113,397-99.6% | $138,895-99.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 14.76% | 25.05%-10.3pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $321 | $5,693-94.4% | $5,076-93.7% | $6,396-95.0% |
| Admin fee / account holder | $64 | $14,549-99.6% | $11,957-99.5% | $12,562-99.5% |