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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 | $104,650-99.5% | $83,854-99.3% | $155,188-99.6% |
| Participation rate | 58.3% | 65.1%-6.7pp | 59.1%-0.8pp | 80.8%-22.5pp |
| Annual return | 22.05% | 28.97%-6.9pp | 31.39%-9.3pp | 148.84%-126.8pp |
| Employer contribution / active EE | $118 | $1,196-90.2% | $1,017-88.4% | $4,248-97.2% |
| Participant deferral / active EE | $118 | $2,367-95.0% | $2,035-94.2% | $6,531-98.2% |
| Admin fee / account holder | $7 | $3,518-99.8% | $3,197-99.8% | $14,480-100.0% |