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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 | $97,289-98.9% | $92,805-98.9% | $155,188-99.3% |
| Participation rate | 25.0% | 84.2%-59.2pp | 83.5%-58.5pp | 80.8%-55.8pp |
| Annual return | 41.43% | 29.03%+12.4pp | 31.59%+9.8pp | 148.84%-107.4pp |
| Employer contribution / active EE | $85 | $3,632-97.7% | $3,424-97.5% | $4,248-98.0% |
| Participant deferral / active EE | $85 | $8,795-99.0% | $8,448-99.0% | $6,531-98.7% |
| Admin fee / account holder | $2 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |