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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 | $67,823-99.1% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 12.78% | 219.11%-206.3pp | 302.12%-289.3pp | 220.34%-207.6pp |
| Employer contribution / active EE | $205 | $1,163-82.4% | $914-77.6% | $4,156-95.1% |
| Participant deferral / active EE | $212 | $2,288-90.7% | $1,790-88.1% | $6,407-96.7% |
| Admin fee / account holder | $143 | $2,844-95.0% | $2,495-94.3% | $12,270-98.8% |