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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 | $153 | $99,380-99.8% | $90,312-99.8% | $155,188-99.9% |
| Participation rate | 56.5% | 77.3%-20.8pp | 72.9%-16.4pp | 80.8%-24.3pp |
| Annual return | 17.06% | 19.35%-2.3pp | 18.90%-1.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $9 | $2,390-99.6% | $2,243-99.6% | $4,248-99.8% |
| Participant deferral / active EE | $9 | $4,212-99.8% | $3,749-99.8% | $6,531-99.9% |
| Admin fee / account holder | $2 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |