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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 | $747 | $94,439-99.2% | $73,658-99.0% | $154,746-99.5% |
| Participation rate | 0.0% | 64.7%-64.7pp | 57.0%-57.0pp | 80.7%-80.7pp |
| Annual return | 19.15% | 28.25%-9.1pp | 29.72%-10.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $53 | $1,257-95.8% | $1,032-94.8% | $4,379-98.8% |
| Participant deferral / active EE | $53 | $2,527-97.9% | $2,062-97.4% | $6,730-99.2% |
| Admin fee / account holder | $241 | $3,843-93.7% | $3,357-92.8% | $14,365-98.3% |