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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 | $862 | $100,970-99.1% | $96,576-99.1% | $137,256-99.4% |
| Participation rate | 45.0% | 82.6%-37.6pp | 81.4%-36.4pp | 80.0%-35.0pp |
| Annual return | 28.65% | 38.16%-9.5pp | 38.47%-9.8pp | 220.34%-191.7pp |
| Employer contribution / active EE | $105 | $3,809-97.2% | $3,553-97.0% | $4,156-97.5% |
| Participant deferral / active EE | $105 | $8,286-98.7% | $7,956-98.7% | $6,407-98.4% |
| Admin fee / account holder | $2 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |