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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 | $101 | $94,439-99.9% | $73,658-99.9% | $154,746-99.9% |
| Participation rate | 23.8% | 64.7%-40.9pp | 57.0%-33.2pp | 80.7%-56.9pp |
| Annual return | 10.28% | 28.25%-18.0pp | 29.72%-19.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $4 | $1,257-99.6% | $1,032-99.6% | $4,379-99.9% |
| Participant deferral / active EE | $11 | $2,527-99.6% | $2,062-99.5% | $6,730-99.8% |
| Admin fee / account holder | $3 | $3,843-99.9% | $3,357-99.9% | $14,365-100.0% |