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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 | $114 | $104,650-99.9% | $83,854-99.9% | $155,188-99.9% |
| Participation rate | 5.3% | 65.1%-59.8pp | 59.1%-53.8pp | 80.8%-75.5pp |
| Annual return | 30.20% | 28.97%+1.2pp | 31.39%-1.2pp | 148.84%-118.6pp |
| Employer contribution / active EE | $17 | $1,196-98.5% | $1,017-98.3% | $4,248-99.6% |
| Participant deferral / active EE | $15 | $2,367-99.4% | $2,035-99.3% | $6,531-99.8% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |