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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 | $957 | $36,948-97.4% | $73,658-98.7% | $87,485-98.9% |
| Participation rate | 69.2% | 46.8%+22.4pp | 57.0%+12.2pp | 68.9%+0.3pp |
| Annual return | 19.62% | 28.64%-9.0pp | 29.72%-10.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $137 | $670-79.6% | $1,032-86.8% | $2,596-94.7% |
| Participant deferral / active EE | $174 | $1,379-87.4% | $2,062-91.6% | $4,274-95.9% |
| Admin fee / account holder | $5 | $2,531-99.8% | $3,357-99.9% | $7,775-99.9% |