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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 | 63.6% | 64.7%-1.0pp | 57.0%+6.6pp | 80.7%-17.1pp |
| Annual return | 12.78% | 28.25%-15.5pp | 29.72%-16.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $205 | $1,257-83.7% | $1,032-80.1% | $4,379-95.3% |
| Participant deferral / active EE | $212 | $2,527-91.6% | $2,062-89.7% | $6,730-96.8% |
| Admin fee / account holder | $143 | $3,843-96.3% | $3,357-95.7% | $14,365-99.0% |