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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 | $1,035 | $100,970-99.0% | $96,576-98.9% | $137,256-99.2% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 41.43% | 38.16%+3.3pp | 38.47%+3.0pp | 220.34%-178.9pp |
| Employer contribution / active EE | $85 | $3,809-97.8% | $3,553-97.6% | $4,156-98.0% |
| Participant deferral / active EE | $85 | $8,286-99.0% | $7,956-98.9% | $6,407-98.7% |
| Admin fee / account holder | $2 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |