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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 | $164 | $94,439-99.8% | $73,658-99.8% | $154,746-99.9% |
| Participation rate | 8.3% | 64.7%-56.3pp | 57.0%-48.7pp | 80.7%-72.4pp |
| Annual return | 25.51% | 28.25%-2.7pp | 29.72%-4.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $64 | $1,257-94.9% | $1,032-93.8% | $4,379-98.5% |
| Participant deferral / active EE | $17 | $2,527-99.3% | $2,062-99.2% | $6,730-99.7% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |