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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 | $1,980 | $100,970-98.0% | $96,576-97.9% | $137,256-98.6% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 41.21% | 38.16%+3.0pp | 38.47%+2.7pp | 220.34%-179.1pp |
| Employer contribution / active EE | $37 | $3,809-99.0% | $3,553-99.0% | $4,156-99.1% |
| Participant deferral / active EE | $551 | $8,286-93.3% | $7,956-93.1% | $6,407-91.4% |
| Admin fee / account holder | $21 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |