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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 | $570 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 32.24% | 28.25%+4.0pp | 29.72%+2.5pp | 172.34%-140.1pp |
| Employer contribution / active EE | $180 | $1,257-85.7% | $1,032-82.6% | $4,379-95.9% |
| Participant deferral / active EE | $130 | $2,527-94.9% | $2,062-93.7% | $6,730-98.1% |
| Admin fee / account holder | $20 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |