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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 | $69,118-99.1% | $53,647-98.9% | $138,895-99.6% |
| Participation rate | 63.6% | 64.0%-0.3pp | 56.3%+7.4pp | 79.9%-16.3pp |
| Annual return | 12.78% | 248.26%-235.5pp | 358.33%-345.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $205 | $1,189-82.8% | $962-78.7% | $4,194-95.1% |
| Participant deferral / active EE | $212 | $2,274-90.7% | $1,813-88.3% | $6,396-96.7% |
| Admin fee / account holder | $143 | $2,724-94.7% | $2,460-94.2% | $12,562-98.9% |