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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 | $345 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 26.7% | 64.7%-38.0pp | 57.0%-30.4pp | 80.7%-54.0pp |
| Annual return | 24.51% | 28.25%-3.7pp | 29.72%-5.2pp | 172.34%-147.8pp |
| Employer contribution / active EE | $87 | $1,257-93.1% | $1,032-91.6% | $4,379-98.0% |
| Participant deferral / active EE | $43 | $2,527-98.3% | $2,062-97.9% | $6,730-99.4% |
| Admin fee / account holder | $6 | $3,843-99.8% | $3,357-99.8% | $14,365-100.0% |