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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 | $333 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 23.8% | 64.7%-40.9pp | 57.0%-33.2pp | 80.7%-56.9pp |
| Annual return | 25.77% | 28.25%-2.5pp | 29.72%-4.0pp | 172.34%-146.6pp |
| Employer contribution / active EE | $79 | $1,257-93.7% | $1,032-92.3% | $4,379-98.2% |
| Participant deferral / active EE | $108 | $2,527-95.7% | $2,062-94.8% | $6,730-98.4% |
| Admin fee / account holder | $48 | $3,843-98.8% | $3,357-98.6% | $14,365-99.7% |