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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 | $773 | $127,298-99.4% | $109,916-99.3% | $167,553-99.5% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.2%-10.6pp | 82.1%-18.5pp |
| Annual return | 26.06% | 22.97%+3.1pp | 29.46%-3.4pp | 478.89%-452.8pp |
| Employer contribution / active EE | $390 | $3,325-88.3% | $2,844-86.3% | $4,840-91.9% |
| Participant deferral / active EE | $453 | $4,513-90.0% | $4,047-88.8% | $6,343-92.9% |
| Admin fee / account holder | $13 | $7,119-99.8% | $6,069-99.8% | $12,316-99.9% |