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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 | $452 | $94,439-99.5% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 52.4% | 64.7%-12.3pp | 57.0%-4.7pp | 80.7%-28.3pp |
| Annual return | 33.35% | 28.25%+5.1pp | 29.72%+3.6pp | 172.34%-139.0pp |
| Employer contribution / active EE | $118 | $1,257-90.6% | $1,032-88.6% | $4,379-97.3% |
| Participant deferral / active EE | $136 | $2,527-94.6% | $2,062-93.4% | $6,730-98.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |