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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 | $245 | $94,439-99.7% | $73,658-99.7% | $154,746-99.8% |
| Participation rate | 22.2% | 64.7%-42.4pp | 57.0%-34.8pp | 80.7%-58.5pp |
| Annual return | 23.10% | 28.25%-5.2pp | 29.72%-6.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $112 | $1,257-91.1% | $1,032-89.2% | $4,379-97.4% |
| Participant deferral / active EE | $64 | $2,527-97.5% | $2,062-96.9% | $6,730-99.0% |
| Admin fee / account holder | $39 | $3,843-99.0% | $3,357-98.8% | $14,365-99.7% |