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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 | $330 | $100,970-99.7% | $96,576-99.7% | $137,256-99.8% |
| Participation rate | 14.3% | 82.6%-68.3pp | 81.4%-67.2pp | 80.0%-65.7pp |
| Annual return | 15.91% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25 | $8,286-99.7% | $7,956-99.7% | $6,407-99.6% |
| Admin fee / account holder | $40 | $11,312-99.6% | $11,381-99.6% | $12,270-99.7% |