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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 | $649 | $94,439-99.3% | $73,658-99.1% | $154,746-99.6% |
| Participation rate | 19.0% | 64.7%-45.6pp | 57.0%-38.0pp | 80.7%-61.7pp |
| Annual return | 31.12% | 28.25%+2.9pp | 29.72%+1.4pp | 172.34%-141.2pp |
| Employer contribution / active EE | $67 | $1,257-94.6% | $1,032-93.5% | $4,379-98.5% |
| Participant deferral / active EE | $249 | $2,527-90.2% | $2,062-87.9% | $6,730-96.3% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |