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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 | $660 | $94,439-99.3% | $73,658-99.1% | $154,746-99.6% |
| Participation rate | 47.6% | 64.7%-17.0pp | 57.0%-9.4pp | 80.7%-33.1pp |
| Annual return | 29.90% | 28.25%+1.7pp | 29.72%+0.2pp | 172.34%-142.4pp |
| Employer contribution / active EE | $179 | $1,257-85.8% | $1,032-82.7% | $4,379-95.9% |
| Participant deferral / active EE | $162 | $2,527-93.6% | $2,062-92.1% | $6,730-97.6% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |