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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 | $104,650-99.4% | $83,854-99.3% | $155,188-99.6% |
| Participation rate | 63.6% | 65.1%-1.4pp | 59.1%+4.5pp | 80.8%-17.2pp |
| Annual return | 12.78% | 28.97%-16.2pp | 31.39%-18.6pp | 148.84%-136.1pp |
| Employer contribution / active EE | $205 | $1,196-82.9% | $1,017-79.8% | $4,248-95.2% |
| Participant deferral / active EE | $212 | $2,367-91.0% | $2,035-89.6% | $6,531-96.7% |
| Admin fee / account holder | $143 | $3,518-95.9% | $3,197-95.5% | $14,480-99.0% |