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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 | $102,245-99.2% | $89,340-99.1% | $137,256-99.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.52% | 21.89%-1.4pp | 20.57%-0.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $104 | $2,529-95.9% | $2,231-95.3% | $4,156-97.5% |
| Participant deferral / active EE | $116 | $4,436-97.4% | $3,823-97.0% | $6,407-98.2% |
| Admin fee / account holder | $131 | $8,085-98.4% | $6,704-98.1% | $12,270-98.9% |