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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 | $330 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 6.3% | 64.7%-58.4pp | 57.0%-50.8pp | 80.7%-74.5pp |
| Annual return | 30.73% | 28.25%+2.5pp | 29.72%+1.0pp | 172.34%-141.6pp |
| Employer contribution / active EE | $126 | $1,257-90.0% | $1,032-87.8% | $4,379-97.1% |
| Participant deferral / active EE | $71 | $2,527-97.2% | $2,062-96.6% | $6,730-98.9% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |