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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 | $446 | $94,439-99.5% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 27.10% | 28.25%-1.1pp | 29.72%-2.6pp | 172.34%-145.2pp |
| Employer contribution / active EE | $213 | $1,257-83.1% | $1,032-79.4% | $4,379-95.1% |
| Participant deferral / active EE | $164 | $2,527-93.5% | $2,062-92.0% | $6,730-97.6% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |