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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 | $1,560 | $37,156-95.8% | $83,854-98.1% | $86,983-98.2% |
| Participation rate | 61.3% | 49.1%+12.2pp | 59.1%+2.2pp | 69.5%-8.3pp |
| Annual return | 17.83% | 29.88%-12.1pp | 31.39%-13.6pp | 25.83%-8.0pp |
| Employer contribution / active EE | $168 | $661-74.6% | $1,017-83.5% | $2,584-93.5% |
| Participant deferral / active EE | $209 | $1,418-85.2% | $2,035-89.7% | $4,194-95.0% |
| Admin fee / account holder | $10 | $2,510-99.6% | $3,197-99.7% | $7,856-99.9% |