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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 | $226 | $104,650-99.8% | $83,854-99.7% | $155,188-99.9% |
| Participation rate | 14.3% | 65.1%-50.8pp | 59.1%-44.8pp | 80.8%-66.5pp |
| Annual return | 24.19% | 28.97%-4.8pp | 31.39%-7.2pp | 148.84%-124.6pp |
| Employer contribution / active EE | $110 | $1,196-90.8% | $1,017-89.2% | $4,248-97.4% |
| Participant deferral / active EE | $44 | $2,367-98.1% | $2,035-97.8% | $6,531-99.3% |
| Admin fee / account holder | $28 | $3,518-99.2% | $3,197-99.1% | $14,480-99.8% |