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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 | $822 | $114,013-99.3% | $103,693-99.2% | $155,188-99.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 20.22% | 49.31%-29.1pp | 47.61%-27.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $291 | $3,131-90.7% | $2,920-90.1% | $4,248-93.2% |
| Participant deferral / active EE | $235 | $4,970-95.3% | $4,579-94.9% | $6,531-96.4% |
| Admin fee / account holder | $25 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |