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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 | $1,086 | $94,439-98.9% | $73,658-98.5% | $154,746-99.3% |
| Participation rate | 35.0% | 64.7%-29.7pp | 57.0%-22.0pp | 80.7%-45.7pp |
| Annual return | 28.04% | 28.25%-0.2pp | 29.72%-1.7pp | 172.34%-144.3pp |
| Employer contribution / active EE | $144 | $1,257-88.6% | $1,032-86.1% | $4,379-96.7% |
| Participant deferral / active EE | $243 | $2,527-90.4% | $2,062-88.2% | $6,730-96.4% |
| Admin fee / account holder | $30 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |