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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 | $485 | $94,439-99.5% | $73,658-99.3% | $154,746-99.7% |
| Participation rate | 4.5% | 64.7%-60.1pp | 57.0%-52.5pp | 80.7%-76.2pp |
| Annual return | 24.88% | 28.25%-3.4pp | 29.72%-4.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $4 | $1,257-99.7% | $1,032-99.6% | $4,379-99.9% |
| Participant deferral / active EE | $4 | $2,527-99.8% | $2,062-99.8% | $6,730-99.9% |
| Admin fee / account holder | $2 | $3,843-99.9% | $3,357-99.9% | $14,365-100.0% |