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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 | $824 | $103,164-99.2% | $90,259-99.1% | $154,746-99.5% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 20.52% | 19.25%+1.3pp | 18.88%+1.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $104 | $2,532-95.9% | $2,291-95.5% | $4,379-97.6% |
| Participant deferral / active EE | $116 | $4,422-97.4% | $3,827-97.0% | $6,730-98.3% |
| Admin fee / account holder | $131 | $8,593-98.5% | $7,267-98.2% | $14,365-99.1% |