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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 | $1,151 | $99,380-98.8% | $90,312-98.7% | $155,188-99.3% |
| Participation rate | 61.1% | 77.3%-16.2pp | 72.9%-11.8pp | 80.8%-19.7pp |
| Annual return | 22.89% | 19.35%+3.5pp | 18.90%+4.0pp | 148.84%-126.0pp |
| Employer contribution / active EE | $21 | $2,390-99.1% | $2,243-99.1% | $4,248-99.5% |
| Participant deferral / active EE | $456 | $4,212-89.2% | $3,749-87.8% | $6,531-93.0% |
| Admin fee / account holder | $14 | $9,766-99.9% | $8,248-99.8% | $14,480-99.9% |