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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 | $104,650-99.6% | $83,854-99.5% | $155,188-99.7% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 26.39% | 28.97%-2.6pp | 31.39%-5.0pp | 148.84%-122.4pp |
| Employer contribution / active EE | $141 | $1,196-88.2% | $1,017-86.1% | $4,248-96.7% |
| Participant deferral / active EE | $64 | $2,367-97.3% | $2,035-96.9% | $6,531-99.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |