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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 | $329 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 10.5% | 64.7%-54.1pp | 57.0%-46.5pp | 80.7%-70.2pp |
| Annual return | 24.86% | 28.25%-3.4pp | 29.72%-4.9pp | 172.34%-147.5pp |
| Employer contribution / active EE | $89 | $1,257-92.9% | $1,032-91.4% | $4,379-98.0% |
| Participant deferral / active EE | $49 | $2,527-98.1% | $2,062-97.6% | $6,730-99.3% |
| Admin fee / account holder | $93 | $3,843-97.6% | $3,357-97.2% | $14,365-99.4% |