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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 | $104,650-99.5% | $83,854-99.3% | $155,188-99.6% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 32.24% | 28.97%+3.3pp | 31.39%+0.8pp | 148.84%-116.6pp |
| Employer contribution / active EE | $180 | $1,196-85.0% | $1,017-82.3% | $4,248-95.8% |
| Participant deferral / active EE | $130 | $2,367-94.5% | $2,035-93.6% | $6,531-98.0% |
| Admin fee / account holder | $20 | $3,518-99.4% | $3,197-99.4% | $14,480-99.9% |