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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 | $418 | $94,439-99.6% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 26.39% | 28.25%-1.9pp | 29.72%-3.3pp | 172.34%-145.9pp |
| Employer contribution / active EE | $141 | $1,257-88.8% | $1,032-86.3% | $4,379-96.8% |
| Participant deferral / active EE | $64 | $2,527-97.5% | $2,062-96.9% | $6,730-99.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |