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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 | $307 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 62.5% | 64.7%-2.2pp | 57.0%+5.5pp | 80.7%-18.2pp |
| Annual return | 10.25% | 28.25%-18.0pp | 29.72%-19.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $58 | $1,257-95.4% | $1,032-94.3% | $4,379-98.7% |
| Participant deferral / active EE | $58 | $2,527-97.7% | $2,062-97.2% | $6,730-99.1% |
| Admin fee / account holder | $12 | $3,843-99.7% | $3,357-99.7% | $14,365-99.9% |