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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 | $603 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 40.0% | 64.7%-24.7pp | 57.0%-17.0pp | 80.7%-40.7pp |
| Annual return | 24.35% | 28.25%-3.9pp | 29.72%-5.4pp | 172.34%-148.0pp |
| Employer contribution / active EE | $213 | $1,257-83.0% | $1,032-79.3% | $4,379-95.1% |
| Participant deferral / active EE | $180 | $2,527-92.9% | $2,062-91.3% | $6,730-97.3% |
| Admin fee / account holder | $27 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |