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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 | $724 | $110,278-99.3% | $95,740-99.2% | $139,466-99.5% |
| Participation rate | 54.5% | 75.7%-21.2pp | 72.3%-17.7pp | 80.3%-25.8pp |
| Annual return | 18.11% | 27.19%-9.1pp | 28.41%-10.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $493 | $3,260-84.9% | $2,836-82.6% | $4,754-89.6% |
| Participant deferral / active EE | $114 | $4,674-97.6% | $4,244-97.3% | $6,712-98.3% |
| Admin fee / account holder | $97 | $6,613-98.5% | $5,676-98.3% | $11,409-99.1% |