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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 | $783 | $94,439-99.2% | $73,658-98.9% | $154,746-99.5% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 27.54% | 28.25%-0.7pp | 29.72%-2.2pp | 172.34%-144.8pp |
| Employer contribution / active EE | $123 | $1,257-90.2% | $1,032-88.1% | $4,379-97.2% |
| Participant deferral / active EE | $239 | $2,527-90.5% | $2,062-88.4% | $6,730-96.5% |
| Admin fee / account holder | $138 | $3,843-96.4% | $3,357-95.9% | $14,365-99.0% |