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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 | $3,605 | $65,034-94.5% | $90,970-96.0% | $79,856-95.5% |
| Participation rate | 62.9% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 49.20% | 30.45%+18.8pp | 134.60%-85.4pp | 31.71%+17.5pp |
| Employer contribution / active EE | $623 | $1,247-50.1% | $2,122-70.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,095 | $2,512-56.4% | $3,373-67.5% | $3,741-70.7% |
| Admin fee / account holder | $12 | $4,536-99.7% | $5,961-99.8% | $5,306-99.8% |