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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 | $555 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 58.3% | 64.7%-6.3pp | 57.0%+1.3pp | 80.7%-22.4pp |
| Annual return | 22.05% | 28.25%-6.2pp | 29.72%-7.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $118 | $1,257-90.6% | $1,032-88.6% | $4,379-97.3% |
| Participant deferral / active EE | $118 | $2,527-95.3% | $2,062-94.3% | $6,730-98.3% |
| Admin fee / account holder | $7 | $3,843-99.8% | $3,357-99.8% | $14,365-100.0% |